Defined Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $859K | Sell |
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|
2025
Q2 | $949K | Buy |
|
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|
2025
Q1 | $1,000K | Buy |
|
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|
2024
Q4 | $846K | Buy |
|
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|
2024
Q3 | $893K | Buy |
|
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|
2024
Q2 | $728K | Buy |
|
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|
2024
Q1 | $722K | Buy |
|
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|
2023
Q4 | $556K | Sell |
|
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|
2023
Q3 | $514K | Buy |
|
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|
2023
Q2 | $478K | Buy |
|
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|
2023
Q1 | $516K | Hold |
|
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|
2022
Q4 | $468K | Hold |
|
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|
2022
Q3 | $420K | Hold |
|
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|
2022
Q2 | $420K | Hold |
|
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|
2022
Q1 | $412K | Hold |
|
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $326K | Hold |
|
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $345K | Hold |
|
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|
2020
Q4 | $357K | Buy |
|