Axxcess 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 | $691K | Buy |
2,591
+1,180
| +84% | +$315K | 0.02% | 512 |
|
|
2025
Q1 | $399K | Buy |
1,411
+75
| +6% | +$21.2K | 0.01% | 600 |
|
|
2024
Q4 | $320K | Sell |
1,336
-1,144
| -46% | -$274K | 0.01% | 655 |
|
|
2024
Q3 | $629K | Sell |
2,480
-3,580
| -59% | -$908K | 0.02% | 497 |
|
|
2024
Q2 | $1.26M | Buy |
6,060
+4,787
| +376% | +$994K | 0.03% | 332 |
|
|
2024
Q1 | $263K | Sell |
1,273
-3,838
| -75% | -$794K | 0.01% | 706 |
|
|
2023
Q4 | $814K | Buy |
5,111
+1,659
| +48% | +$264K | 0.02% | 398 |
|
|
2023
Q3 | $481K | Buy |
3,452
+21
| +0.6% | +$2.93K | 0.02% | 484 |
|
|
2023
Q2 | $454K | Buy |
+3,431
| New | +$454K | 0.03% | 372 |
|