Valeo Financial Advisors’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 | $1.39M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $862K | Buy |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $158K | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $433K | Buy |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $419K | Sell |
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|
2018
Q2 | $464K | Buy |
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|
2018
Q1 | $489K | Buy |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | $108K | Buy |
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