Evercore 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
Q2 | $71.8M | Buy |
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|
2025
Q1 | $66.4M | Buy |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $4.52M | Sell |
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|
2024
Q2 | $3.71M | Sell |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.66M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $2.7M | Hold |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $2.4M | Hold |
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|
2021
Q3 | $2.11M | Hold |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $2.25M | Sell |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $1.89M | Sell |
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|
2019
Q3 | $2.07M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.52M | Sell |
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|
2018
Q3 | $1.79M | Buy |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.51M | Sell |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.3M | Hold |
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|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $1.13M | Sell |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $873K | Sell |
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|
2016
Q2 | $933K | Buy |
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|
2016
Q1 | $939K | Sell |
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|
2015
Q4 | $979K | Buy |
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|
2015
Q3 | $925K | Buy |
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|
2015
Q2 | $825K | Buy |
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|
2015
Q1 | $788K | Hold |
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|
2014
Q4 | $782K | Hold |
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|
2014
Q3 | $732K | Sell |
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|
2014
Q2 | $752K | Sell |
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|
2014
Q1 | $912K | Sell |
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|
2013
Q4 | $1.64M | Hold |
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|
2013
Q3 | $1.64M | Sell |
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|
2013
Q2 | $1.64M | Buy |
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