AWA
Amplius Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
857
-25
| -3% | -$6.67K | 0.02% | 188 |
|
|
2025
Q1 | $250K | Buy |
+882
| New | +$250K | 0.03% | 156 |
|
|
2024
Q4 | – | Sell |
-834
| Closed | -$212K | – | 184 |
|
|
2024
Q3 | $212K | Buy |
+834
| New | +$212K | 0.02% | 169 |
|
|
2022
Q1 | – | Sell |
-4,546
| Closed | -$466K | – | 701 |
|
|
2021
Q4 | $466K | Buy |
+4,546
| New | +$466K | 0.06% | 116 |
|