WBH Advisory’s Travelers Companies TRV Stock Holding History

WBH Advisory’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Sell
2025 Q1	$1.96M	Sell
2024 Q4	$1.87M	Sell
2024 Q3	$1.91M	Sell
2024 Q2	$1.76M	Sell
2024 Q1	$2.05M	Sell
2023 Q4	$1.78M	Sell
2023 Q3	$1.53M	Buy
2023 Q2	$1.62M	Sell
2023 Q1	$1.62M	Buy
2022 Q3	$1.61M	Sell
2022 Q2	$1.8M	Sell
2022 Q1	$1.93M	Buy
2021 Q4	$1.66M	Sell
2021 Q3	$1.66M	Sell
2021 Q2	$1.65M	Sell
2021 Q1	$1.72M	Sell
2020 Q4	$1.69M	Sell
2020 Q3	$1.31M	Sell
2020 Q2	$1.4M	Sell
2020 Q1	$1.33K	Sell
2019 Q4	$2.11M	Sell
2019 Q3	$2.39M	Sell
2019 Q2	$2.41M	Sell
2019 Q1	$2.23M	Sell
2018 Q4	$1.95K	Buy
2018 Q3	$2.11M	Sell
2018 Q2	$2M	Sell
2018 Q1	$2.34M	Sell
2017 Q4	$2.31M	Sell
2017 Q3	$2.12M	Sell
2017 Q2	$2.21M	Buy
2017 Q1	$2.12M	Sell
2016 Q4	$2.03M	Sell
2016 Q3	$1.92M	Buy
2016 Q2	$1.99M	Sell
2016 Q1	$1.98M	Sell
2015 Q4	$1.98K	Sell
2015 Q3	$1.8M	Sell
2015 Q2	$1.76M	Buy
2015 Q1	$1.95K	Sell
2014 Q4	$1.95M	Sell
2014 Q3	$1.77M	Sell
2014 Q2	$1.79M	Buy
2014 Q1	$1.59M	Sell
2013 Q4	$1.72M	Buy
2013 Q3	$1.56M	Sell
2013 Q2	$1.52M	Buy