Westside Investment Management’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 | $58K | Buy |
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|
2025
Q1 | $40.2K | Hold |
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|
2024
Q4 | $36.6K | Hold |
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|
2024
Q3 | $35.6K | Hold |
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|
2024
Q2 | $30.9K | Hold |
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|
2024
Q1 | $35K | Sell |
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|
2023
Q4 | $55.4K | Hold |
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|
2023
Q3 | $47.5K | Hold |
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|
2023
Q2 | $50.5K | Sell |
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|
2023
Q1 | $57.3K | Hold |
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|
2022
Q4 | $62 | Hold |
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|
2022
Q3 | $51 | Buy |
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|
2022
Q2 | $32 | Buy |
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|
2022
Q1 | $33 | Hold |
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|
2021
Q4 | $28 | Hold |
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|
2021
Q3 | $27 | Hold |
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|
2021
Q2 | $27 | Hold |
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|
2021
Q1 | $27 | Hold |
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|
2020
Q4 | $25 | Buy |
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|
2020
Q3 | $16 | Sell |
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|
2020
Q2 | $92 | Hold |
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|
2020
Q1 | $80 | Buy |
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|
2019
Q2 | $120 | Buy |
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|
2018
Q4 | $96.8K | Sell |
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|
2018
Q3 | $116K | Buy |
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|
2018
Q2 | $104K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $112K | Hold |
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|
2017
Q3 | $106K | Sell |
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|
2017
Q2 | $110K | Hold |
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|
2017
Q1 | $106K | Buy |
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|
2016
Q4 | $22.4K | Buy |
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