Bartlett & Co 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 | $259K | Sell |
971
-274
| -22% | -$73.1K | ﹤0.01% | 410 |
|
|
2025
Q1 | $352K | Sell |
1,245
-276
| -18% | -$78.1K | 0.01% | 374 |
|
|
2024
Q4 | $364K | Sell |
1,521
-27
| -2% | -$6.47K | 0.01% | 369 |
|
|
2024
Q3 | $393K | Hold |
1,548
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $322K | Sell |
1,548
-216
| -12% | -$44.9K | ﹤0.01% | 383 |
|
|
2024
Q1 | $365K | Buy |
1,764
+4
| +0.2% | +$827 | 0.01% | 372 |
|
|
2023
Q4 | $279K | Sell |
1,760
-630
| -26% | -$99.8K | ﹤0.01% | 428 |
|
|
2023
Q3 | $333K | Buy |
2,390
+479
| +25% | +$66.7K | 0.01% | 388 |
|
|
2023
Q2 | $253K | Buy |
1,911
+1,786
| +1,429% | +$236K | ﹤0.01% | 423 |
|
|
2023
Q1 | $17.9K | Hold |
125
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $16.2K | Sell |
125
-41
| -25% | -$5.32K | ﹤0.01% | 756 |
|
|
2022
Q3 | $19.3K | Sell |
166
-75
| -31% | -$8.72K | ﹤0.01% | 711 |
|
|
2022
Q2 | $28K | Buy |
241
+116
| +93% | +$13.5K | ﹤0.01% | 676 |
|
|
2022
Q1 | $14.2K | Buy |
+125
| New | +$14.2K | ﹤0.01% | 782 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$11.3K | – | 744 |
|
|
2021
Q3 | $11.3K | Sell |
125
-14
| -10% | -$1.27K | ﹤0.01% | 684 |
|
|
2021
Q2 | $13.7K | Hold |
139
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $13.3K | Hold |
139
| – | – | ﹤0.01% | 706 |
|
|
2020
Q4 | $13.7K | Buy |
+139
| New | +$13.7K | ﹤0.01% | 702 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$719 | – | 923 |
|
|
2019
Q2 | $719 | Sell |
9
-5
| -36% | -$399 | ﹤0.01% | 714 |
|
|
2019
Q1 | $1.01K | Buy |
+14
| New | +$1.01K | ﹤0.01% | 682 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$4.27K | – | 758 |
|
|
2018
Q1 | $4.27K | Buy |
+70
| New | +$4.27K | ﹤0.01% | 664 |
|