BSW Wealth Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
2,078
+26
| +1% | +$6.94K | 0.08% | 147 |
|
|
2025
Q1 | $581K | Sell |
2,052
-67
| -3% | -$19K | 0.09% | 136 |
|
|
2024
Q4 | $508K | Buy |
2,119
+52
| +3% | +$12.5K | 0.07% | 160 |
|
|
2024
Q3 | $524K | Buy |
2,067
+888
| +75% | +$225K | 0.08% | 138 |
|
|
2024
Q2 | $245K | Buy |
1,179
+21
| +2% | +$4.36K | 0.04% | 247 |
|
|
2024
Q1 | $239K | Sell |
1,158
-569
| -33% | -$118K | 0.04% | 250 |
|
|
2023
Q4 | $275K | Buy |
1,727
+69
| +4% | +$11K | 0.05% | 216 |
|
|
2023
Q3 | $231K | Buy |
+1,658
| New | +$231K | 0.05% | 214 |
|
|
2023
Q2 | – | Sell |
-1,441
| Closed | -$206K | – | 310 |
|
|
2023
Q1 | $206K | Buy |
+1,441
| New | +$206K | 0.04% | 290 |
|