Connecticut Wealth Management’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
6,553
-255
-4% -$68K 0.08% 102
2025
Q1
$1.93M Buy
6,808
+2
+0% +$566 0.1% 99
2024
Q4
$1.63M Sell
6,806
-53
-0.8% -$12.7K 0.08% 93
2024
Q3
$1.74M Buy
6,859
+33
+0.5% +$8.37K 0.08% 109
2024
Q2
$1.42M Sell
6,826
-52
-0.8% -$10.8K 0.07% 120
2024
Q1
$1.42M Sell
6,878
-11
-0.2% -$2.28K 0.08% 114
2023
Q4
$1.1M Buy
6,889
+5,089
+283% +$811K 0.06% 137
2023
Q3
$251K Buy
+1,800
New +$251K 0.02% 252