Impact Partnership Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
2,836
-153
| -5% | -$40.8K | 0.14% | 73 |
|
|
2025
Q1 | $846K | Buy |
2,989
+149
| +5% | +$42.2K | 0.18% | 59 |
|
|
2024
Q4 | $681K | Buy |
2,840
+323
| +13% | +$77.4K | 0.14% | 88 |
|
|
2024
Q3 | $639K | Sell |
2,517
-88
| -3% | -$22.3K | 0.14% | 89 |
|
|
2024
Q2 | $541K | Buy |
+2,605
| New | +$541K | 0.14% | 96 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$1.43K | – | 828 |
|
|
2023
Q4 | $1.43K | Sell |
9
-8
| -47% | -$1.28K | ﹤0.01% | 723 |
|
|
2023
Q3 | $2.37K | Buy |
17
+8
| +89% | +$1.11K | ﹤0.01% | 807 |
|
|
2023
Q2 | $1.19K | Buy |
+9
| New | +$1.19K | ﹤0.01% | 764 |
|