EWM
Evermay Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
1,279
+39
| +3% | +$10.4K | 0.04% | 155 |
|
|
2025
Q1 | $351K | Buy |
1,240
+1
| +0.1% | +$283 | 0.05% | 148 |
|
|
2024
Q4 | $297K | Buy |
1,239
+554
| +81% | +$133K | 0.05% | 163 |
|
|
2024
Q3 | $174K | Buy |
685
+103
| +18% | +$26.1K | 0.03% | 208 |
|
|
2024
Q2 | $121K | Sell |
582
-86
| -13% | -$17.9K | 0.02% | 248 |
|
|
2024
Q1 | $138K | Sell |
668
-63
| -9% | -$13K | 0.02% | 236 |
|
|
2023
Q4 | $116K | Buy |
731
+41
| +6% | +$6.53K | 0.02% | 234 |
|
|
2023
Q3 | $96.1K | Buy |
690
+65
| +10% | +$9.06K | 0.02% | 243 |
|
|
2023
Q2 | $82.7K | Buy |
625
+85
| +16% | +$11.3K | 0.02% | 255 |
|
|
2023
Q1 | $77.3K | Buy |
540
+169
| +46% | +$24.2K | 0.02% | 261 |
|
|
2022
Q4 | $48.1K | Buy |
371
+254
| +217% | +$32.9K | 0.01% | 300 |
|
|
2022
Q3 | $14K | Buy |
+117
| New | +$14K | ﹤0.01% | 370 |
|