Wealthspire Advisors (New York)’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 | $899K | Sell |
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|
2025
Q1 | $946K | Buy |
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|
2024
Q4 | $843K | Buy |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $790K | Sell |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $427K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $27K | Buy |
|