DWM
Diversify Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
15,146
+1,622
| +12% | +$394K | 0.23% | 128 |
|
|
2025
Q1 | $3.74M | Buy |
13,524
+12
| +0.1% | +$3.32K | 0.28% | 108 |
|
|
2024
Q4 | $3.18M | Buy |
13,512
+364
| +3% | +$85.8K | 0.25% | 114 |
|
|
2024
Q3 | $3.25M | Buy |
+13,148
| New | +$3.25M | 0.31% | 81 |
|