9258 Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $541K | Sell |
2,132
-59
| -3% | -$15K | 0.08% | 190 |
|
|
2024
Q2 | $455K | Sell |
2,191
-21
| -0.9% | -$4.36K | 0.07% | 200 |
|
|
2024
Q1 | $458K | Sell |
2,212
-322
| -13% | -$66.6K | 0.07% | 208 |
|
|
2023
Q4 | $404K | Buy |
2,534
+401
| +19% | +$63.9K | 0.07% | 213 |
|
|
2023
Q3 | $297K | Sell |
2,133
-525
| -20% | -$73.1K | 0.06% | 248 |
|
|
2023
Q2 | $352K | Hold |
2,658
| – | – | 0.07% | 233 |
|
|
2023
Q1 | $380K | Sell |
2,658
-13
| -0.5% | -$1.86K | 0.08% | 217 |
|
|
2022
Q4 | $347K | Sell |
2,671
-60
| -2% | -$7.78K | 0.08% | 223 |
|
|
2022
Q3 | $317K | Buy |
2,731
+122
| +5% | +$14.2K | 0.08% | 232 |
|
|
2022
Q2 | $303K | Buy |
2,609
+360
| +16% | +$41.8K | 0.08% | 248 |
|
|
2022
Q1 | $256K | Buy |
2,249
+68
| +3% | +$7.74K | 0.06% | 310 |
|
|
2021
Q4 | $224K | Buy |
+2,181
| New | +$224K | 0.05% | 336 |
|
|
2021
Q3 | – | Sell |
-2,107
| Closed | -$207K | – | 353 |
|
|
2021
Q2 | $207K | Buy |
+2,107
| New | +$207K | 0.06% | 328 |
|
|
2021
Q1 | – | Sell |
-2,264
| Closed | -$224K | – | 339 |
|
|
2020
Q4 | $224K | Sell |
2,264
-27
| -1% | -$2.67K | 0.07% | 272 |
|
|
2020
Q3 | $211K | Buy |
+2,291
| New | +$211K | 0.08% | 263 |
|