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Carolinas Wealth Consulting’s Progressive PGR Stock Holding History

Carolinas Wealth Consulting’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40
Closed -$11.5K – 684
2025
Q1 		$11.5K Sell
40
-3
-7% -$785 ﹤0.01% 517
2024
Q4 		$10.2K Hold
43
– – ﹤0.01% 544
2024
Q3 		$10.8K Buy
43
+4
+10% +$930 ﹤0.01% 556
2024
Q2 		$8.02K Sell
39
-1
-3% -$209 ﹤0.01% 592
2024
Q1 		$8.19K Sell
40
-5
-11% -$928 ﹤0.01% 586
2023
Q4 		$7.25K Sell
45
-2
-4% -$313 ﹤0.01% 578
2023
Q3 		$7.51K Hold
47
– – ﹤0.01% 555
2023
Q2 		$6.28K Sell
47
-23
-33% -$3.08K ﹤0.01% 651
2023
Q1 		$10K Hold
70
– – ﹤0.01% 606
2022
Q4 		$9.06K Hold
70
– – ﹤0.01% 630
2022
Q3 		$8K Buy
70
+2
+3% +$241 ﹤0.01% 606
2022
Q2 		$8K Hold
68
– – ﹤0.01% 607
2022
Q1 		$8K Hold
68
– – ﹤0.01% 647
2021
Q4 		$7K Sell
68
-21
-24% -$2K ﹤0.01% 666
2021
Q3 		$8K Buy
89
+66
+287% +$6.29K ﹤0.01% 610
2021
Q2 		$2K Hold
23
– – ﹤0.01% 820
2021
Q1 		$2K Hold
23
– – ﹤0.01% 828
2020
Q4 		$2K Sell
23
-39
-63% -$3.69K ﹤0.01% 752
2020
Q3 		$6K Buy
62
+17
+38% +$1.53K ﹤0.01% 547
2020
Q2 		$4K Buy
+45
New +$3.51K ﹤0.01% 425

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carolinas Wealth Consulting's PGR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Progressive (PGR) in Q2 2025, closing a stake of 40 shares — an estimated $11.5K sold.

Carolinas Wealth Consulting first reported a position in PGR in Q2 2020 and held it in 20 quarters. The position peaked at $11.5K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 40 Progressive shares in Q2 2025, an estimated $11.5K.
  • Carolinas Wealth Consulting first reported a position in Progressive in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Progressive position peaked at $11.5K in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.