Baldwin Wealth Partners’s Progressive PGR Stock Holding History

Baldwin Wealth Partners’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$855K	Hold	3,205	–	–	0.06%	107
2025 Q1	$907K	Sell	3,205 -281	-8%	-$79.5K	0.06%	104
2024 Q4	$835K	Sell	3,486 -78	-2%	-$18.7K	0.06%	111
2024 Q3	$904K	Buy	3,564 +167	+5%	+$42.4K	0.06%	131
2024 Q2	$706K	Buy	3,397 +19	+0.6%	+$3.95K	0.06%	116
2024 Q1	$699K	Hold	3,378	–	–	0.05%	123
2023 Q4	$538K	Buy	3,378 +210	+7%	+$33.4K	0.04%	143
2023 Q3	$441K	Hold	3,168	–	–	0.04%	160
2023 Q2	$419K	Sell	3,168 -120	-4%	-$15.9K	0.03%	179
2023 Q1	$470K	Hold	3,288	–	–	0.04%	163
2022 Q4	$426K	Buy	3,288 +120	+4%	+$15.6K	0.04%	171
2022 Q3	$368K	Buy	3,168 +290	+10%	+$33.7K	0.05%	123
2022 Q2	$335K	Hold	2,878	–	–	0.04%	142
2022 Q1	$328K	Hold	2,878	–	–	0.03%	157
2021 Q4	$295K	Hold	2,878	–	–	0.03%	169
2021 Q3	$260K	Hold	2,878	–	–	0.03%	180
2021 Q2	$283K	Hold	2,878	–	–	0.03%	166
2021 Q1	$275K	Hold	2,878	–	–	0.03%	154
2020 Q4	$285K	Hold	2,878	–	–	0.04%	143
2020 Q3	$272K	Hold	2,878	–	–	0.04%	138
2020 Q2	$231K	Hold	2,878	–	–	0.03%	144
2020 Q1	$213K	Hold	2,878	–	–	0.04%	139
2019 Q4	$208K	Hold	2,878	–	–	0.03%	178
2019 Q3	$222K	Hold	2,878	–	–	0.03%	163
2019 Q2	$230K	Hold	2,878	–	–	0.03%	190
2019 Q1	$207K	Hold	2,878	–	–	0.03%	198
2018 Q4	$174K	Hold	2,878	–	–	0.03%	199
2018 Q3	$204K	Sell	2,878 -592	-17%	-$42K	0.03%	201
2018 Q2	$205K	Hold	3,470	–	–	0.03%	194
2018 Q1	$211K	Hold	3,470	–	–	0.03%	189
2017 Q4	$195K	Hold	3,470	–	–	0.03%	197
2017 Q3	$168K	Hold	3,470	–	–	0.03%	201
2017 Q2	$153K	Hold	3,470	–	–	0.02%	208
2017 Q1	$136K	Hold	3,470	–	–	0.02%	209
2016 Q4	$123K	Hold	3,470	–	–	0.02%	211
2016 Q3	$109K	Sell	3,470 -875	-20%	-$27.5K	0.02%	224
2016 Q2	$146K	Sell	4,345 -43,009	-91%	-$1.45M	0.03%	182
2016 Q1	$1.66M	Buy	47,354 +29,713	+168%	+$1.04M	0.3%	75
2015 Q4	$561K	Sell	17,641 -11,469	-39%	-$365K	0.09%	152
2015 Q3	$892K	Buy	+29,110	New	+$892K	0.15%	127