Concord Wealth Partners’s Progressive PGR Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-6	Closed	-$1.44K	–	929
2024 Q4	$1.44K	Hold	6	–	–	﹤0.01%	747
2024 Q3	$1.52K	Buy	+6	New	+$1.4K	﹤0.01%	777
2023 Q4	–	Sell	-15	Closed	-$2.09K	–	963
2023 Q3	$2.09K	Hold	15	–	–	﹤0.01%	864
2023 Q2	$1.99K	Buy	+15	New	+$2.01K	﹤0.01%	868
2023 Q1	–	Sell	-15	Closed	-$1.95K	–	1160
2022 Q4	$1.95K	Buy	+15	New	+$1.9K	﹤0.01%	939
2022 Q3	–	Sell	-15	Closed	-$2K	–	848
2022 Q2	$2K	Sell	15 -395	-96%	-$44.8K	﹤0.01%	1046
2022 Q1	$47K	Hold	410	–	–	0.01%	454
2021 Q4	$42K	Buy	410 +344	+521%	+$32.8K	0.01%	484
2021 Q3	$6K	Sell	66 -338	-84%	-$32.2K	﹤0.01%	560
2021 Q2	$40K	Buy	404 +120	+42%	+$11.9K	0.01%	382
2021 Q1	$27K	Buy	+284	New	+$25.8K	0.01%	427

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concord Wealth Partners's PGR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Progressive (PGR) in Q1 2025, closing a stake of 6 shares — an estimated $1.44K sold.

Concord Wealth Partners first reported a position in PGR in Q1 2021 and held it in 11 quarters. The position peaked at $47K in Q1 2022. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Concord Wealth Partners reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 6 Progressive shares in Q1 2025, an estimated $1.44K.
Concord Wealth Partners first reported a position in Progressive in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Progressive position peaked at $47K in Q1 2022.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.