AO
Advisor OS’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
5,004
-166
| -3% | -$44.3K | 0.13% | 107 |
|
|
2025
Q1 | $1.46M | Sell |
5,170
-753
| -13% | -$213K | 0.17% | 86 |
|
|
2024
Q4 | $1.42M | Sell |
5,923
-690
| -10% | -$165K | 0.16% | 90 |
|
|
2024
Q3 | $1.68M | Buy |
6,613
+72
| +1% | +$18.3K | 0.17% | 103 |
|
|
2024
Q2 | $1.36M | Buy |
6,541
+1,163
| +22% | +$242K | 0.15% | 116 |
|
|
2024
Q1 | $1.11M | Buy |
+5,378
| New | +$1.11M | 0.13% | 147 |
|