Baldwin Wealth Partners’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 | $684K | Sell |
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|
2025
Q2 | $855K | Hold |
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|
2025
Q1 | $907K | Sell |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $699K | Hold |
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|
2023
Q4 | $538K | Buy |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $230K | Hold |
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|
2019
Q1 | $207K | Hold |
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|
2018
Q4 | $174K | Hold |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $205K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $195K | Hold |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $136K | Hold |
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|
2016
Q4 | $123K | Hold |
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|
2016
Q3 | $109K | Sell |
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|
2016
Q2 | $146K | Sell |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $561K | Sell |
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|
2015
Q3 | $892K | Buy |
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