Annis Gardner Whiting Capital Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
13,953
-387
| -3% | -$103K | 1.29% | 11 |
|
|
2025
Q1 | $4.06M | Sell |
14,340
-1,963
| -12% | -$556K | 1.72% | 8 |
|
|
2024
Q4 | $3.91M | Sell |
16,303
-348
| -2% | -$83.4K | 1.09% | 12 |
|
|
2024
Q3 | $4.23M | Sell |
16,651
-273
| -2% | -$69.3K | 1.19% | 12 |
|
|
2024
Q2 | $3.52M | Buy |
16,924
+214
| +1% | +$44.5K | 1% | 13 |
|
|
2024
Q1 | $3.46M | Buy |
16,710
+4,641
| +38% | +$960K | 1.24% | 11 |
|
|
2023
Q4 | $1.92M | Sell |
12,069
-378
| -3% | -$60.2K | 0.85% | 14 |
|
|
2023
Q3 | $1.73M | Buy |
+12,447
| New | +$1.73M | 0.92% | 13 |
|