BWAM
Boyd Watterson Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Sell |
234
-65
| -22% | -$17.3K | 0.02% | 168 |
|
|
2025
Q1 | $84.6K | Hold |
299
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $71.6K | Sell |
299
-35
| -10% | -$8.39K | 0.02% | 167 |
|
|
2024
Q3 | $84.8K | Hold |
334
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $69.4K | Hold |
334
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $69.1K | Hold |
334
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $53.2K | Hold |
334
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $46.5K | Hold |
334
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $44.2K | Hold |
334
| – | – | 0.02% | 192 |
|
|
2023
Q1 | $47.8K | Hold |
334
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $43.3K | Buy |
+334
| New | +$43.3K | 0.02% | 202 |
|
|
2016
Q3 | – | Sell |
-8,113
| Closed | -$272K | – | 177 |
|
|
2016
Q2 | $272K | Sell |
8,113
-3,000
| -27% | -$101K | 0.13% | 151 |
|
|
2016
Q1 | $391K | Sell |
11,113
-9,000
| -45% | -$317K | 0.19% | 124 |
|
|
2015
Q4 | $640K | Hold |
20,113
| – | – | 0.3% | 85 |
|
|
2015
Q3 | $616K | Hold |
20,113
| – | – | 0.26% | 88 |
|
|
2015
Q2 | $560K | Hold |
20,113
| – | – | 0.22% | 103 |
|
|
2015
Q1 | $547K | Hold |
20,113
| – | – | 0.22% | 107 |
|
|
2014
Q4 | $543K | Hold |
20,113
| – | – | 0.23% | 99 |
|
|
2014
Q3 | $508K | Sell |
20,113
-1,000
| -5% | -$25.3K | 0.22% | 120 |
|
|
2014
Q2 | $535K | Buy |
21,113
+44
| +0.2% | +$1.12K | 0.23% | 114 |
|
|
2014
Q1 | $510K | Hold |
21,069
| – | – | 0.24% | 115 |
|
|
2013
Q4 | $575K | Sell |
21,069
-2,200
| -9% | -$60K | 0.27% | 98 |
|
|
2013
Q3 | $634K | Hold |
23,269
| – | – | 0.3% | 80 |
|
|
2013
Q2 | $591K | Buy |
+23,269
| New | +$591K | 0.3% | 87 |
|