Waldron Private Wealth’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 | – | Sell |
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|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $749K | Buy |
|
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|
2024
Q3 | $726K | Buy |
|
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|
2024
Q2 | $555K | Buy |
|
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $479K | Buy |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $449K | Hold |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $313K | Sell |
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|
2018
Q4 | $297K | Buy |
|