EWM
Empirical Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
4,621
+431
| +10% | +$115K | 0.03% | 285 |
|
|
2025
Q1 | $1.19M | Buy |
4,190
+2,643
| +171% | +$748K | 0.03% | 274 |
|
|
2024
Q4 | $371K | Sell |
1,547
-735
| -32% | -$176K | 0.01% | 457 |
|
|
2024
Q3 | $579K | Buy |
2,282
+72
| +3% | +$18.3K | 0.02% | 345 |
|
|
2024
Q2 | $459K | Sell |
2,210
-164
| -7% | -$34.1K | 0.01% | 376 |
|
|
2024
Q1 | $491K | Buy |
2,374
+86
| +4% | +$17.8K | 0.01% | 348 |
|
|
2023
Q4 | $364K | Buy |
2,288
+326
| +17% | +$51.9K | 0.01% | 366 |
|
|
2023
Q3 | $273K | Sell |
1,962
-35
| -2% | -$4.88K | 0.01% | 386 |
|
|
2023
Q2 | $264K | Sell |
1,997
-450
| -18% | -$59.6K | 0.01% | 389 |
|
|
2023
Q1 | $350K | Sell |
2,447
-89
| -4% | -$12.7K | 0.02% | 372 |
|
|
2022
Q4 | $329K | Buy |
2,536
+79
| +3% | +$10.2K | 0.02% | 369 |
|
|
2022
Q3 | $286K | Sell |
2,457
-8
| -0.3% | -$931 | 0.02% | 383 |
|
|
2022
Q2 | $287K | Sell |
2,465
-24
| -1% | -$2.79K | 0.02% | 395 |
|
|
2022
Q1 | $284K | Sell |
2,489
-175
| -7% | -$20K | 0.01% | 413 |
|
|
2021
Q4 | $273K | Sell |
2,664
-1,395
| -34% | -$143K | 0.01% | 437 |
|
|
2021
Q3 | $367K | Sell |
4,059
-2,992
| -42% | -$271K | 0.02% | 353 |
|
|
2021
Q2 | $692K | Sell |
7,051
-537
| -7% | -$52.7K | 0.04% | 237 |
|
|
2021
Q1 | $725K | Buy |
7,588
+935
| +14% | +$89.3K | 0.06% | 197 |
|
|
2020
Q4 | $658K | Buy |
6,653
+1,425
| +27% | +$141K | 0.05% | 204 |
|
|
2020
Q3 | $495K | Buy |
5,228
+653
| +14% | +$61.8K | 0.04% | 218 |
|
|
2020
Q2 | $367K | Buy |
+4,575
| New | +$367K | 0.03% | 251 |
|