AWM
Avior Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Sell |
2,254
-1,083
| -32% | -$289K | 0.02% | 389 |
|
|
2025
Q1 | $944K | Buy |
3,337
+157
| +5% | +$44.4K | 0.04% | 279 |
|
|
2024
Q4 | $762K | Sell |
3,180
-41
| -1% | -$9.83K | 0.03% | 343 |
|
|
2024
Q3 | $817K | Buy |
3,221
+96
| +3% | +$24.4K | 0.03% | 330 |
|
|
2024
Q2 | $651K | Sell |
3,125
-657
| -17% | -$137K | 0.03% | 369 |
|
|
2024
Q1 | $782K | Buy |
3,782
+3,388
| +860% | +$701K | 0.04% | 342 |
|
|
2023
Q4 | $62.8K | Sell |
394
-35
| -8% | -$5.58K | ﹤0.01% | 690 |
|
|
2023
Q3 | $59.8K | Sell |
429
-51
| -11% | -$7.1K | ﹤0.01% | 728 |
|
|
2023
Q2 | $63.5K | Sell |
480
-67
| -12% | -$8.87K | ﹤0.01% | 710 |
|
|
2023
Q1 | $78.3K | Sell |
547
-4,494
| -89% | -$643K | 0.01% | 679 |
|
|
2022
Q4 | $654K | Sell |
5,041
-1,600
| -24% | -$208K | 0.05% | 246 |
|
|
2022
Q3 | $771K | Sell |
6,641
-1,130
| -15% | -$131K | 0.06% | 200 |
|
|
2022
Q2 | $903K | Hold |
7,771
| – | – | 0.09% | 158 |
|
|
2022
Q1 | $885K | Hold |
7,771
| – | – | 0.08% | 181 |
|
|
2021
Q4 | $797K | Hold |
7,771
| – | – | 0.07% | 237 |
|
|
2021
Q3 | $701K | Sell |
7,771
-595
| -7% | -$53.7K | 0.06% | 247 |
|
|
2021
Q2 | $821K | Buy |
8,366
+3,900
| +87% | +$383K | 0.08% | 209 |
|
|
2021
Q1 | $426K | Buy |
4,466
+1,050
| +31% | +$100K | 0.05% | 317 |
|
|
2020
Q4 | $337K | Sell |
3,416
-2,300
| -40% | -$227K | 0.04% | 332 |
|
|
2020
Q3 | $540K | Sell |
5,716
-1,804
| -24% | -$170K | 0.08% | 221 |
|
|
2020
Q2 | $601K | Sell |
7,520
-1,070
| -12% | -$85.5K | 0.09% | 200 |
|
|
2020
Q1 | $633K | Sell |
8,590
-2,070
| -19% | -$153K | 0.12% | 160 |
|
|
2019
Q4 | $771K | Buy |
10,660
+6,980
| +190% | +$505K | 0.12% | 169 |
|
|
2019
Q3 | $283K | Sell |
3,680
-33
| -0.9% | -$2.54K | 0.05% | 309 |
|
|
2019
Q2 | $297K | Sell |
3,713
-1,047
| -22% | -$83.7K | 0.05% | 299 |
|
|
2019
Q1 | $343K | Hold |
4,760
| – | – | 0.07% | 254 |
|
|
2018
Q4 | $287K | Sell |
4,760
-1,030
| -18% | -$62.1K | 0.07% | 246 |
|
|
2018
Q3 | $411K | Sell |
5,790
-1,200
| -17% | -$85.2K | 0.09% | 215 |
|
|
2018
Q2 | $413K | Hold |
6,990
| – | – | 0.09% | 202 |
|
|
2018
Q1 | $426K | Sell |
6,990
-2,421
| -26% | -$148K | 0.1% | 189 |
|
|
2017
Q4 | $530K | Buy |
+9,411
| New | +$530K | 0.12% | 164 |
|