Baker Tilly 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 | $266K | Sell |
997
-145
| -13% | -$38.7K | 0.1% | 201 |
|
|
2025
Q1 | $323K | Buy |
1,142
+40
| +4% | +$11.3K | 0.13% | 176 |
|
|
2024
Q4 | $264K | Buy |
1,102
+24
| +2% | +$5.75K | 0.1% | 201 |
|
|
2024
Q3 | $274K | Sell |
1,078
-122
| -10% | -$31K | 0.12% | 192 |
|
|
2024
Q2 | $249K | Sell |
1,200
-260
| -18% | -$54K | 0.1% | 226 |
|
|
2024
Q1 | $302K | Sell |
1,460
-245
| -14% | -$50.7K | 0.05% | 343 |
|
|
2023
Q4 | $272K | Sell |
1,705
-716
| -30% | -$114K | 0.04% | 400 |
|
|
2023
Q3 | $337K | Sell |
2,421
-4,492
| -65% | -$626K | 0.06% | 343 |
|
|
2023
Q2 | $915K | Buy |
6,913
+452
| +7% | +$59.8K | 0.1% | 216 |
|
|
2023
Q1 | $924K | Buy |
6,461
+1,751
| +37% | +$250K | 0.1% | 212 |
|
|
2022
Q4 | $611K | Buy |
4,710
+1,347
| +40% | +$175K | 0.08% | 274 |
|
|
2022
Q3 | $391K | Buy |
3,363
+70
| +2% | +$8.14K | 0.05% | 358 |
|
|
2022
Q2 | $383K | Buy |
3,293
+401
| +14% | +$46.6K | 0.05% | 369 |
|
|
2022
Q1 | $330K | Buy |
2,892
+347
| +14% | +$39.6K | 0.04% | 417 |
|
|
2021
Q4 | $261K | Buy |
+2,545
| New | +$261K | 0.03% | 458 |
|