United Asset Strategies’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $265K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $757K | Buy |
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|
2019
Q3 | $776K | Sell |
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|
2019
Q2 | $781K | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $613K | Buy |
|