Encompass Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.9M | Hold |
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|
2024
Q2 | $1.56M | Hold |
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|
2024
Q1 | $1.55M | Hold |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $794K | Buy |
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|
2023
Q1 | $715K | Hold |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $465K | Hold |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $2.01M | Hold |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $2.03M | Buy |
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