BWM
BNC Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
8,892
+1,646
| +23% | +$439K | 0.7% | 43 |
|
|
2025
Q1 | $2.05M | Buy |
+7,246
| New | +$2.05M | 0.74% | 40 |
|
|
2023
Q2 | – | Sell |
-2,985
| Closed | -$427K | – | 115 |
|
|
2023
Q1 | $427K | Buy |
+2,985
| New | +$427K | 0.24% | 74 |
|
|
2020
Q4 | – | Sell |
-57
| Closed | -$5K | – | 366 |
|
|
2020
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 371 |
|