DWM
Defined Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Buy |
3,555
+23
| +0.7% | +$6.14K | 0.59% | 46 |
|
|
2025
Q1 | $1,000K | Buy |
3,532
+3
| +0.1% | +$849 | 0.67% | 41 |
|
|
2024
Q4 | $846K | Buy |
3,529
+11
| +0.3% | +$2.64K | 0.56% | 44 |
|
|
2024
Q3 | $893K | Buy |
3,518
+13
| +0.4% | +$3.3K | 0.58% | 45 |
|
|
2024
Q2 | $728K | Buy |
3,505
+15
| +0.4% | +$3.12K | 0.51% | 48 |
|
|
2024
Q1 | $722K | Buy |
3,490
+2
| +0.1% | +$414 | 0.52% | 51 |
|
|
2023
Q4 | $556K | Sell |
3,488
-203
| -5% | -$32.3K | 0.43% | 60 |
|
|
2023
Q3 | $514K | Buy |
3,691
+79
| +2% | +$11K | 0.44% | 60 |
|
|
2023
Q2 | $478K | Buy |
3,612
+2
| +0.1% | +$265 | 0.4% | 63 |
|
|
2023
Q1 | $516K | Hold |
3,610
| – | – | 0.48% | 54 |
|
|
2022
Q4 | $468K | Hold |
3,610
| – | – | 0.44% | 62 |
|
|
2022
Q3 | $420K | Hold |
3,610
| – | – | 0.46% | 56 |
|
|
2022
Q2 | $420K | Hold |
3,610
| – | – | 0.43% | 58 |
|
|
2022
Q1 | $412K | Hold |
3,610
| – | – | 0.36% | 65 |
|
|
2021
Q4 | $371K | Hold |
3,610
| – | – | 0.3% | 69 |
|
|
2021
Q3 | $326K | Hold |
3,610
| – | – | 0.29% | 71 |
|
|
2021
Q2 | $355K | Hold |
3,610
| – | – | 0.32% | 69 |
|
|
2021
Q1 | $345K | Hold |
3,610
| – | – | 0.33% | 67 |
|
|
2020
Q4 | $357K | Buy |
+3,610
| New | +$357K | 0.35% | 61 |
|