49 Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Sell |
1,332
-62
| -4% | -$16.6K | 0.04% | 116 |
|
2025
Q1 | $395K | Sell |
1,394
-11
| -0.8% | -$3.11K | 0.05% | 112 |
|
2024
Q4 | $337K | Sell |
1,405
-20
| -1% | -$4.79K | 0.05% | 112 |
|
2024
Q3 | $362K | Buy |
1,425
+116
| +9% | +$29.4K | 0.06% | 104 |
|
2024
Q2 | $274K | Buy |
1,309
+12
| +0.9% | +$2.51K | 0.05% | 118 |
|
2024
Q1 | $272K | Buy |
+1,297
| New | +$272K | 0.06% | 90 |
|