Aprio Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
2,020
+11
| +0.5% | +$2.94K | 0.06% | 177 |
|
|
2025
Q1 | $569K | Buy |
2,009
+463
| +30% | +$131K | 0.07% | 161 |
|
|
2024
Q4 | $371K | Buy |
1,546
+302
| +24% | +$72.4K | 0.05% | 174 |
|
|
2024
Q3 | $316K | Buy |
1,244
+60
| +5% | +$15.2K | 0.05% | 189 |
|
|
2024
Q2 | $246K | Buy |
1,184
+202
| +21% | +$42K | 0.04% | 203 |
|
|
2024
Q1 | $203K | Buy |
+982
| New | +$203K | 0.04% | 223 |
|