Wealth Effects’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 | $344K | Buy |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $255K | Buy |
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