Woodmont Investment Counsel’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 | $390K | Buy |
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|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $416K | Hold |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $396K | Sell |
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|
2018
Q4 | $445K | Sell |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $473K | Sell |
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|
2018
Q1 | $542K | Sell |
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|
2017
Q4 | $570K | Sell |
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|
2017
Q3 | $530K | Sell |
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|
2017
Q2 | $583K | Sell |
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|
2017
Q1 | $601K | Hold |
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|
2016
Q4 | $601K | Sell |
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|
2016
Q3 | $572K | Sell |
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|
2016
Q2 | $610K | Sell |
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|
2016
Q1 | $622K | Sell |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.01M | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.19M | Sell |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.17M | Hold |
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|
2014
Q2 | $1.18M | Hold |
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|
2014
Q1 | $1.06M | Buy |
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