AWM
Accurate Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
829
-9,705
| -92% | -$2.42M | 0.03% | 428 |
|
|
2025
Q1 | $2.9M | Sell |
10,534
-656
| -6% | -$181K | 0.55% | 44 |
|
|
2024
Q4 | $2.64M | Sell |
11,190
-320
| -3% | -$75.4K | 0.51% | 53 |
|
|
2024
Q3 | $2.9M | Buy |
+11,510
| New | +$2.9M | 0.58% | 44 |
|
|
2023
Q1 | – | Sell |
-526
| Closed | -$70K | – | 1080 |
|
|
2022
Q4 | $70K | Buy |
+526
| New | +$70K | 0.03% | 381 |
|