Carson Wealth (CWM LLC)’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Buy |
35,285
+5,802
| +20% | +$1.55M | 0.03% | 403 |
|
|
2025
Q1 | $8.34M | Sell |
29,483
-1,404
| -5% | -$397K | 0.03% | 390 |
|
|
2024
Q4 | $7.4M | Sell |
30,887
-1,730
| -5% | -$415K | 0.03% | 386 |
|
|
2024
Q3 | $8.28M | Sell |
32,617
-68,263
| -68% | -$17.3M | 0.04% | 339 |
|
|
2024
Q2 | $21M | Sell |
100,880
-1,073
| -1% | -$223K | 0.1% | 193 |
|
|
2024
Q1 | $21.1M | Sell |
101,953
-3,345
| -3% | -$692K | 0.1% | 192 |
|
|
2023
Q4 | $16.8M | Sell |
105,298
-3,239
| -3% | -$516K | 0.09% | 207 |
|
|
2023
Q3 | $15.1M | Sell |
108,537
-3,773
| -3% | -$526K | 0.09% | 186 |
|
|
2023
Q2 | $14.9M | Sell |
112,310
-4,205
| -4% | -$557K | 0.09% | 187 |
|
|
2023
Q1 | $16.7M | Buy |
116,515
+3,711
| +3% | +$531K | 0.11% | 164 |
|
|
2022
Q4 | $14.6M | Sell |
112,804
-12,833
| -10% | -$1.66M | 0.11% | 164 |
|
|
2022
Q3 | $14.6M | Sell |
125,637
-940
| -0.7% | -$109K | 0.12% | 158 |
|
|
2022
Q2 | $14.7M | Sell |
126,577
-8,140
| -6% | -$946K | 0.11% | 160 |
|
|
2022
Q1 | $15.4M | Buy |
134,717
+116,691
| +647% | +$13.3M | 0.11% | 170 |
|
|
2021
Q4 | $1.85M | Buy |
+18,026
| New | +$1.85M | 0.01% | 444 |
|
|
2021
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2021
Q1 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2020
Q4 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2020
Q3 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2020
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2020
Q1 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2019
Q4 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2019
Q3 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2019
Q2 | $2.45M | Hold |
24,976
| – | – | 0.02% | 379 |
|
|
2019
Q1 | $2.45M | Buy |
24,976
+23,741
| +1,922% | +$2.33M | 0.02% | 379 |
|
|
2018
Q4 | $75K | Buy |
1,235
+141
| +13% | +$8.56K | ﹤0.01% | 778 |
|
|
2018
Q3 | $78K | Buy |
1,094
+32
| +3% | +$2.28K | ﹤0.01% | 658 |
|
|
2018
Q2 | $63K | Sell |
1,062
-54
| -5% | -$3.2K | ﹤0.01% | 589 |
|
|
2018
Q1 | $68K | Buy |
1,116
+35
| +3% | +$2.13K | ﹤0.01% | 503 |
|
|
2017
Q4 | $61K | Sell |
1,081
-37
| -3% | -$2.09K | ﹤0.01% | 500 |
|
|
2017
Q3 | $54K | Buy |
+1,118
| New | +$54K | ﹤0.01% | 505 |
|
|
2014
Q1 | – | Sell |
-2,063
| Closed | -$56K | – | 362 |
|
|
2013
Q4 | $56K | Buy |
2,063
+65
| +3% | +$1.76K | 0.01% | 230 |
|
|
2013
Q3 | $54K | Buy |
+1,998
| New | +$54K | 0.01% | 183 |
|