Wealthspan Partners’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
$311K Hold
2025
Q1
$307K Hold
2024
Q4
$280K Hold
2024
Q3
$272K Sell
2024
Q2
$236K Sell
2024
Q1
$272K Buy
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$202K Buy
2023
Q1
Sell
2022
Q4
$218K Buy
2022
Q2
Sell
2022
Q1
$213K Buy