HCR Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
1,496
-22
| -1% | -$5.87K | 0.05% | 162 |
|
|
2025
Q1 | $430K | Buy |
1,518
+8
| +0.5% | +$2.26K | 0.06% | 153 |
|
|
2024
Q4 | $362K | Buy |
1,510
+3
| +0.2% | +$719 | 0.05% | 169 |
|
|
2024
Q3 | $382K | Hold |
1,507
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $313K | Hold |
1,507
| – | – | 0.04% | 171 |
|
|
2024
Q1 | $312K | Hold |
1,507
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $240K | Buy |
+1,507
| New | +$240K | 0.04% | 175 |
|