Integrated Wealth Concepts’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
43,086
+15,124
| +54% | +$4.04M | 0.12% | 163 |
|
|
2025
Q1 | $7.91M | Buy |
27,962
+857
| +3% | +$243K | 0.09% | 218 |
|
|
2024
Q4 | $6.49M | Buy |
27,105
+4,314
| +19% | +$1.03M | 0.08% | 250 |
|
|
2024
Q3 | $5.78M | Buy |
22,791
+1,769
| +8% | +$449K | 0.07% | 255 |
|
|
2024
Q2 | $4.37M | Buy |
21,022
+4,389
| +26% | +$912K | 0.06% | 293 |
|
|
2024
Q1 | $3.44M | Buy |
16,633
+757
| +5% | +$157K | 0.05% | 353 |
|
|
2023
Q4 | $2.53M | Buy |
15,876
+12,852
| +425% | +$2.05M | 0.04% | 399 |
|
|
2023
Q3 | $421K | Buy |
3,024
+1,014
| +50% | +$141K | 0.01% | 1051 |
|
|
2023
Q2 | $266K | Sell |
2,010
-9
| -0.4% | -$1.19K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $289K | Buy |
2,019
+422
| +26% | +$60.4K | 0.01% | 1073 |
|
|
2022
Q4 | $207K | Buy |
+1,597
| New | +$207K | 0.01% | 938 |
|
|
2021
Q2 | – | Sell |
-2,104
| Closed | -$201K | – | 826 |
|
|
2021
Q1 | $201K | Buy |
2,104
+65
| +3% | +$6.21K | 0.01% | 699 |
|
|
2020
Q4 | $202K | Sell |
2,039
-176
| -8% | -$17.4K | 0.01% | 600 |
|
|
2020
Q3 | $210K | Buy |
+2,215
| New | +$210K | 0.01% | 536 |
|