CTWM
Cherry Tree Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5K | Sell |
88
-108
| -55% | -$28.8K | 0.01% | 320 |
|
|
2025
Q1 | $55.5K | Hold |
196
| – | – | 0.01% | 252 |
|
|
2024
Q4 | $47K | Hold |
196
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $49.7K | Hold |
196
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $40.7K | Buy |
196
+108
| +123% | +$22.4K | 0.01% | 266 |
|
|
2024
Q1 | $18.2K | Hold |
88
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $14K | Hold |
88
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $12.3K | Buy |
88
+63
| +252% | +$8.78K | ﹤0.01% | 327 |
|
|
2023
Q2 | $3.24K | Buy |
+25
| New | +$3.24K | ﹤0.01% | 454 |
|