AWA
Alta Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
1,171
+222
| +23% | +$59.2K | 0.15% | 90 |
|
|
2025
Q1 | $269K | Buy |
+949
| New | +$269K | 0.12% | 115 |
|
|
2023
Q1 | – | Sell |
-7,214
| Closed | -$936K | – | 151 |
|
|
2022
Q4 | $936K | Buy |
7,214
+154
| +2% | +$20K | 0.63% | 44 |
|
|
2022
Q3 | $820K | Buy |
+7,060
| New | +$820K | 0.59% | 44 |
|