Bernardo Wealth Planning’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
1,914
+17
| +0.9% | +$4.54K | 0.11% | 72 |
|
|
2025
Q1 | $537K | Buy |
1,897
+25
| +1% | +$7.08K | 0.13% | 64 |
|
|
2024
Q4 | $441K | Buy |
1,872
+7
| +0.4% | +$1.65K | 0.11% | 67 |
|
|
2024
Q3 | $469K | Buy |
1,865
+1
| +0.1% | +$251 | 0.11% | 66 |
|
|
2024
Q2 | $387K | Buy |
1,864
+1
| +0.1% | +$208 | 0.1% | 68 |
|
|
2024
Q1 | $385K | Buy |
1,863
+1
| +0.1% | +$207 | 0.11% | 70 |
|
|
2023
Q4 | $297K | Buy |
1,862
+26
| +1% | +$4.14K | 0.09% | 74 |
|
|
2023
Q3 | $256K | Buy |
1,836
+2
| +0.1% | +$279 | 0.1% | 70 |
|
|
2023
Q2 | $243K | Buy |
1,834
+2
| +0.1% | +$265 | 0.1% | 72 |
|
|
2023
Q1 | $262K | Buy |
1,832
+1
| +0.1% | +$143 | 0.11% | 72 |
|
|
2022
Q4 | $238K | Hold |
1,831
| – | – | 0.11% | 76 |
|
|
2022
Q3 | $224K | Buy |
1,831
+3
| +0.2% | +$367 | 0.13% | 77 |
|
|
2022
Q2 | $212K | Buy |
1,828
+2
| +0.1% | +$232 | 0.12% | 78 |
|
|
2022
Q1 | $208K | Buy |
+1,826
| New | +$208K | 0.1% | 81 |
|