FWA
FSM Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.73M | Buy |
30,476
+28,698
| +1,614% | +$7.28M | 1.26% | 20 |
|
|
2025
Q1 | $503K | Buy |
1,778
+114
| +7% | +$32.3K | 0.11% | 107 |
|
|
2024
Q4 | $409K | Buy |
1,664
+61
| +4% | +$15K | 0.1% | 115 |
|
|
2024
Q3 | $407K | Buy |
1,603
+74
| +5% | +$18.8K | 0.11% | 110 |
|
|
2024
Q2 | $318K | Buy |
1,529
+16
| +1% | +$3.32K | 0.11% | 110 |
|
|
2024
Q1 | $313K | Sell |
1,513
-83
| -5% | -$17.2K | 0.11% | 116 |
|
|
2023
Q4 | $254K | Buy |
1,596
+117
| +8% | +$18.6K | 0.11% | 127 |
|
|
2023
Q3 | $206K | Buy |
+1,479
| New | +$206K | 0.1% | 139 |
|