Wealth Enhancement Advisory Services’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
Q2 | $45.6M | Buy |
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|
2025
Q1 | $42.9M | Buy |
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|
2024
Q4 | $38.4M | Buy |
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|
2024
Q3 | $30.8M | Sell |
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|
2024
Q2 | $29.5M | Buy |
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|
2024
Q1 | $30.5M | Buy |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $21.4M | Buy |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $3.49M | Buy |
|
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $3.09M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.31M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.31M | Buy |
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|
2016
Q3 | $1.17M | Buy |
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