Baker Tilly Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $266K | Sell |
|
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|
2025
Q1 | $323K | Buy |
|
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|
2024
Q4 | $264K | Buy |
|
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|
2024
Q3 | $274K | Sell |
|
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|
2024
Q2 | $249K | Sell |
|
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|
2024
Q1 | $302K | Sell |
|
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $337K | Sell |
|
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|
2023
Q2 | $915K | Buy |
|
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|
2023
Q1 | $924K | Buy |
|
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|
2022
Q4 | $611K | Buy |
|
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|
2022
Q3 | $391K | Buy |
|
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|
2022
Q2 | $383K | Buy |
|
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|
2022
Q1 | $330K | Buy |
|
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|
2021
Q4 | $261K | Buy |
|