FWM
ForthRight Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Hold |
7,548
| – | – | 0.63% | 22 |
|
|
2025
Q1 | $2.14M | Buy |
7,548
+66
| +0.9% | +$18.7K | 0.71% | 23 |
|
|
2024
Q4 | $1.79M | Sell |
7,482
-342
| -4% | -$81.9K | 0.6% | 26 |
|
|
2024
Q3 | $1.99M | Hold |
7,824
| – | – | 0.66% | 24 |
|
|
2024
Q2 | $1.63M | Hold |
7,824
| – | – | 0.58% | 27 |
|
|
2024
Q1 | $1.62M | Buy |
+7,824
| New | +$1.62M | 0.58% | 27 |
|