Accretive Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
19,804
-287
| -1% | -$76.6K | 1.73% | 12 |
|
|
2025
Q1 | $5.7M | Buy |
20,091
+8,455
| +73% | +$2.4M | 2.01% | 10 |
|
|
2024
Q4 | $2.79M | Sell |
11,636
-308
| -3% | -$73.8K | 1.18% | 19 |
|
|
2024
Q3 | $3.03M | Sell |
11,944
-552
| -4% | -$140K | 1.27% | 14 |
|
|
2024
Q2 | $2.6M | Sell |
12,496
-69
| -0.5% | -$14.3K | 1.09% | 19 |
|
|
2024
Q1 | $2.62M | Sell |
12,565
-143
| -1% | -$29.8K | 1.16% | 16 |
|
|
2023
Q4 | $2.02M | Sell |
12,708
-392
| -3% | -$62.4K | 0.97% | 29 |
|
|
2023
Q3 | $1.82M | Sell |
13,100
-26
| -0.2% | -$3.62K | 1.09% | 21 |
|
|
2023
Q2 | $1.74M | Buy |
13,126
+144
| +1% | +$19.1K | 1.03% | 25 |
|
|
2023
Q1 | $1.86M | Sell |
12,982
-236
| -2% | -$33.8K | 1.19% | 19 |
|
|
2022
Q4 | $1.71M | Sell |
13,218
-144
| -1% | -$18.7K | 1.18% | 18 |
|
|
2022
Q3 | $1.55M | Sell |
13,362
-154
| -1% | -$17.9K | 1.18% | 22 |
|
|
2022
Q2 | $1.57M | Buy |
13,516
+69
| +0.5% | +$8.03K | 1.14% | 25 |
|
|
2022
Q1 | $1.53M | Buy |
13,447
+269
| +2% | +$30.7K | 0.96% | 28 |
|
|
2021
Q4 | $1.35M | Buy |
13,178
+588
| +5% | +$60.4K | 0.86% | 40 |
|
|
2021
Q3 | $1.14M | Buy |
12,590
+629
| +5% | +$56.9K | 0.8% | 49 |
|
|
2021
Q2 | $1.18M | Buy |
11,961
+1,205
| +11% | +$118K | 0.85% | 42 |
|
|
2021
Q1 | $1.03M | Buy |
10,756
+978
| +10% | +$93.5K | 0.93% | 36 |
|
|
2020
Q4 | $967K | Buy |
+9,778
| New | +$967K | 0.96% | 36 |
|