Bison Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $615K | Buy |
2,568
+80
| +3% | +$19.2K | 0.14% | 127 |
|
|
2024
Q3 | $631K | Buy |
2,488
+29
| +1% | +$7.36K | 0.1% | 199 |
|
|
2024
Q2 | $509K | Hold |
2,459
| – | – | 0.08% | 242 |
|
|
2024
Q1 | $509K | Sell |
2,459
-22
| -0.9% | -$4.55K | 0.08% | 242 |
|
|
2023
Q4 | $395K | Sell |
2,481
-5
| -0.2% | -$796 | 0.07% | 272 |
|
|
2023
Q3 | $346K | Sell |
2,486
-125
| -5% | -$17.4K | 0.07% | 283 |
|
|
2023
Q2 | $346K | Buy |
+2,611
| New | +$346K | 0.06% | 269 |
|