Darwin 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 | $54.5K | Sell |
204
-148
| -42% | -$39.5K | 0.02% | 199 |
|
|
2025
Q1 | $84.5K | Hold |
352
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $84.5K | Sell |
352
-291
| -45% | -$69.8K | 0.03% | 189 |
|
|
2024
Q3 | $163K | Buy |
+643
| New | +$163K | 0.04% | 158 |
|
|
2023
Q1 | – | Sell |
-5,153
| Closed | -$689K | – | 173 |
|
|
2022
Q4 | $689K | Hold |
5,153
| – | – | 0.18% | 91 |
|
|
2022
Q3 | $616K | Hold |
5,153
| – | – | 0.15% | 96 |
|
|
2022
Q2 | $583K | Sell |
5,153
-12
| -0.2% | -$1.36K | 0.12% | 103 |
|
|
2022
Q1 | $589K | Sell |
5,165
-200
| -4% | -$22.8K | 0.1% | 113 |
|
|
2021
Q4 | $575K | Sell |
5,365
-40
| -0.7% | -$4.29K | 0.09% | 114 |
|
|
2021
Q3 | $489K | Hold |
5,405
| – | – | 0.08% | 114 |
|
|
2021
Q2 | $531K | Buy |
5,405
+1
| +0% | +$98 | 0.09% | 109 |
|
|
2021
Q1 | $516K | Sell |
5,404
-180
| -3% | -$17.2K | 0.09% | 111 |
|
|
2020
Q4 | $552K | Buy |
5,584
+152
| +3% | +$15K | 0.1% | 106 |
|
|
2020
Q3 | $514K | Sell |
5,432
-685
| -11% | -$64.8K | 0.11% | 97 |
|
|
2020
Q2 | $490K | Sell |
6,117
-204
| -3% | -$16.3K | 0.12% | 103 |
|
|
2020
Q1 | $465K | Sell |
6,321
-292
| -4% | -$21.5K | 0.15% | 86 |
|
|
2019
Q4 | $479K | Hold |
6,613
| – | – | 0.13% | 109 |
|
|
2019
Q3 | $511K | Hold |
6,613
| – | – | 0.15% | 100 |
|
|
2019
Q2 | $529K | Sell |
6,613
-98
| -1% | -$7.84K | 0.16% | 101 |
|
|
2019
Q1 | $484K | Buy |
6,711
+233
| +4% | +$16.8K | 0.16% | 100 |
|
|
2018
Q4 | $391K | Buy |
6,478
+484
| +8% | +$29.2K | 0.27% | 61 |
|
|
2018
Q3 | $427K | Buy |
5,994
+135
| +2% | +$9.62K | 0.24% | 72 |
|
|
2018
Q2 | $348K | Buy |
5,859
+750
| +15% | +$44.5K | 0.23% | 82 |
|
|
2018
Q1 | $311K | Buy |
5,109
+355
| +7% | +$21.6K | 0.23% | 89 |
|
|
2017
Q4 | $268K | Buy |
4,754
+54
| +1% | +$3.04K | 0.11% | 132 |
|
|
2017
Q3 | $228K | Buy |
+4,700
| New | +$228K | 0.22% | 85 |
|