Bernardo Wealth Planning’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 | $476K | Buy |
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|
2025
Q2 | $511K | Buy |
|
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|
2025
Q1 | $537K | Buy |
|
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|
2024
Q4 | $441K | Buy |
|
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|
2024
Q3 | $469K | Buy |
|
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|
2024
Q2 | $387K | Buy |
|
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|
2024
Q1 | $385K | Buy |
|
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|
2023
Q4 | $297K | Buy |
|
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|
2023
Q3 | $256K | Buy |
|
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|
2023
Q2 | $243K | Buy |
|
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|
2023
Q1 | $262K | Buy |
|
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|
2022
Q4 | $238K | Hold |
|
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|
2022
Q3 | $224K | Buy |
|
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|
2022
Q2 | $212K | Buy |
|
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|
2022
Q1 | $208K | Buy |
|