GJWM
Gilliland Jeter Wealth Management’s Progressive PGR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $869K | Sell |
3,255
-25
| -0.8% | -$6.67K | 0.28% | 75 |
|
2025
Q1 | $928K | Sell |
3,280
-19
| -0.6% | -$5.38K | 0.33% | 70 |
|
2024
Q4 | $791K | Sell |
3,299
-20
| -0.6% | -$4.79K | 0.27% | 78 |
|
2024
Q3 | $842K | Sell |
3,319
-28
| -0.8% | -$7.11K | 0.27% | 79 |
|
2024
Q2 | $695K | Buy |
3,347
+1
| +0% | +$208 | 0.23% | 87 |
|
2024
Q1 | $692K | Sell |
3,346
-1,213
| -27% | -$251K | 0.24% | 90 |
|
2023
Q4 | $726K | Buy |
+4,559
| New | +$726K | 0.3% | 85 |
|