9258 Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $541K | Sell |
|
|||||
|
2024
Q2 | $455K | Sell |
|
|||||
|
2024
Q1 | $458K | Sell |
|
|||||
|
2023
Q4 | $404K | Buy |
|
|||||
|
2023
Q3 | $297K | Sell |
|
|||||
|
2023
Q2 | $352K | Hold |
|
|||||
|
2023
Q1 | $380K | Sell |
|
|||||
|
2022
Q4 | $347K | Sell |
|
|||||
|
2022
Q3 | $317K | Buy |
|
|||||
|
2022
Q2 | $303K | Buy |
|
|||||
|
2022
Q1 | $256K | Buy |
|
|||||
|
2021
Q4 | $224K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $207K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $224K | Sell |
|
|||||
|
2020
Q3 | $211K | Buy |
|