Beverly Hills Private Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
10,585
-329
| -3% | -$87.8K | 0.53% | 52 |
|
|
2025
Q1 | $3.09M | Sell |
10,914
-1,157
| -10% | -$327K | 0.61% | 44 |
|
|
2024
Q4 | $2.89M | Sell |
12,071
-420
| -3% | -$101K | 0.58% | 44 |
|
|
2024
Q3 | $3.17M | Sell |
12,491
-2,186
| -15% | -$555K | 0.64% | 35 |
|
|
2024
Q2 | $3.05M | Buy |
14,677
+1
| +0% | +$208 | 0.66% | 32 |
|
|
2024
Q1 | $3.04M | Sell |
14,676
-1,140
| -7% | -$236K | 0.7% | 33 |
|
|
2023
Q4 | $2.52M | Sell |
15,816
-678
| -4% | -$108K | 0.66% | 37 |
|
|
2023
Q3 | $2.3M | Sell |
16,494
-17,576
| -52% | -$2.45M | 0.68% | 40 |
|
|
2023
Q2 | $4.31M | Buy |
34,070
+10,105
| +42% | +$1.28M | 0.71% | 42 |
|
|
2023
Q1 | $3.43M | Buy |
23,965
+3,672
| +18% | +$525K | 1.06% | 19 |
|
|
2022
Q4 | $2.63M | Buy |
+20,293
| New | +$2.63M | 1.15% | 19 |
|