EWM
Evercore Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.8M | Buy |
269,108
+34,579
| +15% | +$9.23M | 1.12% | 33 |
|
|
2025
Q1 | $66.4M | Buy |
234,529
+216,928
| +1,232% | +$61.4M | 1.07% | 32 |
|
|
2024
Q4 | $4.22M | Sell |
17,601
-227
| -1% | -$54.4K | 0.06% | 114 |
|
|
2024
Q3 | $4.52M | Sell |
17,828
-12
| -0.1% | -$3.05K | 0.07% | 102 |
|
|
2024
Q2 | $3.71M | Sell |
17,840
-38
| -0.2% | -$7.89K | 0.06% | 113 |
|
|
2024
Q1 | $3.7M | Buy |
17,878
+67
| +0.4% | +$13.9K | 0.06% | 118 |
|
|
2023
Q4 | $2.84M | Sell |
17,811
-1,266
| -7% | -$202K | 0.05% | 135 |
|
|
2023
Q3 | $2.66M | Sell |
19,077
-1,225
| -6% | -$171K | 0.05% | 130 |
|
|
2023
Q2 | $2.69M | Sell |
20,302
-637
| -3% | -$84.3K | 0.05% | 135 |
|
|
2023
Q1 | $3M | Buy |
20,939
+7
| +0% | +$1K | 0.06% | 123 |
|
|
2022
Q4 | $2.72M | Sell |
20,932
-2,280
| -10% | -$296K | 0.06% | 130 |
|
|
2022
Q3 | $2.7M | Sell |
23,212
-20
| -0.1% | -$2.32K | 0.06% | 123 |
|
|
2022
Q2 | $2.7M | Hold |
23,232
| – | – | 0.06% | 127 |
|
|
2022
Q1 | $2.65M | Sell |
23,232
-135
| -0.6% | -$15.4K | 0.05% | 143 |
|
|
2021
Q4 | $2.4M | Hold |
23,367
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $2.11M | Hold |
23,367
| – | – | 0.04% | 164 |
|
|
2021
Q2 | $2.3M | Sell |
23,367
-16
| -0.1% | -$1.57K | 0.04% | 162 |
|
|
2021
Q1 | $2.24M | Buy |
23,383
+683
| +3% | +$65.3K | 0.04% | 158 |
|
|
2020
Q4 | $2.25M | Sell |
22,700
-602
| -3% | -$59.5K | 0.05% | 145 |
|
|
2020
Q3 | $2.21M | Sell |
23,302
-62
| -0.3% | -$5.87K | 0.05% | 137 |
|
|
2020
Q2 | $1.87M | Sell |
23,364
-276
| -1% | -$22.1K | 0.05% | 145 |
|
|
2020
Q1 | $1.75M | Sell |
23,640
-2,479
| -9% | -$183K | 0.06% | 140 |
|
|
2019
Q4 | $1.89M | Sell |
26,119
-699
| -3% | -$50.6K | 0.05% | 156 |
|
|
2019
Q3 | $2.07M | Buy |
26,818
+1,572
| +6% | +$121K | 0.06% | 146 |
|
|
2019
Q2 | $2.02M | Buy |
25,246
+211
| +0.8% | +$16.9K | 0.06% | 152 |
|
|
2019
Q1 | $1.81M | Sell |
25,035
-125
| -0.5% | -$9.01K | 0.06% | 155 |
|
|
2018
Q4 | $1.52M | Sell |
25,160
-21
| -0.1% | -$1.27K | 0.06% | 152 |
|
|
2018
Q3 | $1.79M | Buy |
25,181
+632
| +3% | +$44.9K | 0.06% | 156 |
|
|
2018
Q2 | $1.45M | Sell |
24,549
-201
| -0.8% | -$11.9K | 0.05% | 166 |
|
|
2018
Q1 | $1.51M | Sell |
24,750
-1,947
| -7% | -$119K | 0.06% | 150 |
|
|
2017
Q4 | $1.5M | Sell |
26,697
-150
| -0.6% | -$8.45K | 0.06% | 159 |
|
|
2017
Q3 | $1.3M | Hold |
26,847
| – | – | 0.05% | 163 |
|
|
2017
Q2 | $1.18M | Sell |
26,847
-1,950
| -7% | -$86K | 0.05% | 168 |
|
|
2017
Q1 | $1.13M | Sell |
28,797
-5,359
| -16% | -$210K | 0.04% | 170 |
|
|
2016
Q4 | $1.21M | Buy |
34,156
+6,452
| +23% | +$229K | 0.05% | 167 |
|
|
2016
Q3 | $873K | Sell |
27,704
-150
| -0.5% | -$4.73K | 0.04% | 194 |
|
|
2016
Q2 | $933K | Buy |
27,854
+1,121
| +4% | +$37.5K | 0.04% | 178 |
|
|
2016
Q1 | $939K | Sell |
26,733
-4,065
| -13% | -$143K | 0.04% | 178 |
|
|
2015
Q4 | $979K | Buy |
30,798
+631
| +2% | +$20.1K | 0.05% | 185 |
|
|
2015
Q3 | $925K | Buy |
30,167
+502
| +2% | +$15.4K | 0.04% | 188 |
|
|
2015
Q2 | $825K | Buy |
29,665
+700
| +2% | +$19.5K | 0.04% | 217 |
|
|
2015
Q1 | $788K | Hold |
28,965
| – | – | 0.04% | 215 |
|
|
2014
Q4 | $782K | Hold |
28,965
| – | – | 0.04% | 195 |
|
|
2014
Q3 | $732K | Sell |
28,965
-700
| -2% | -$17.7K | 0.04% | 213 |
|
|
2014
Q2 | $752K | Sell |
29,665
-8,005
| -21% | -$203K | 0.04% | 221 |
|
|
2014
Q1 | $912K | Sell |
37,670
-22,510
| -37% | -$545K | 0.05% | 192 |
|
|
2013
Q4 | $1.64M | Hold |
60,180
| – | – | 0.09% | 152 |
|
|
2013
Q3 | $1.64M | Sell |
60,180
-4,320
| -7% | -$118K | 0.09% | 176 |
|
|
2013
Q2 | $1.64M | Buy |
+64,500
| New | +$1.64M | 0.09% | 171 |
|