Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $519K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $326K | Buy |
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