Winch Advisory Services’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 Q1	–	Sell	-24	Closed	-$5.78K	–	546
2024 Q4	$5.78K	Buy	+24	New	+$5.99K	﹤0.01%	348
2017 Q3	–	Sell	-60	Closed	-$8K	–	317
2017 Q2	$8K	Buy	60 +1	+2%	+$123	0.01%	201
2017 Q1	$7K	Hold	59	–	–	﹤0.01%	191
2016 Q4	$7K	Hold	59	–	–	﹤0.01%	170
2016 Q3	$7K	Buy	59 +1	+2%	+$117	0.01%	179
2016 Q2	$7K	Hold	58	–	–	0.01%	172
2016 Q1	$7K	Hold	58	–	–	0.01%	141
2015 Q4	$6K	Buy	58 +1	+2%	+$111	0.01%	162
2015 Q3	$6K	Hold	57	–	–	0.01%	150
2015 Q2	$5K	Sell	57 -4,810	-99%	-$493K	﹤0.01%	210
2015 Q1	$526K	Buy	+4,867	New	+$520K	0.31%	49
2014 Q4	–	Sell	-56	Closed	-$5K	–	167
2014 Q3	$5K	Sell	56 -5,400	-99%	-$504K	﹤0.01%	173
2014 Q2	$513K	Buy	5,456 +5,400	+9,643%	+$493K	0.3%	68
2014 Q1	$5K	Buy	+56	New	+$4.71K	﹤0.01%	216