Wilson & Boucher Capital 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
Q3 | $862K | Hold |
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|
2025
Q2 | $826K | Sell |
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|
2025
Q1 | $843K | Hold |
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|
2024
Q4 | $768K | Sell |
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|
2024
Q3 | $793K | Hold |
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|
2024
Q2 | $689K | Hold |
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|
2024
Q1 | $780K | Hold |
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|
2023
Q4 | $645K | Hold |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $588K | Hold |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $949K | Sell |
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|
2021
Q4 | $883K | Buy |
|