Integrated Wealth Concepts’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Buy |
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|
2025
Q2 | $11.5M | Buy |
|
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|
2025
Q1 | $7.91M | Buy |
|
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|
2024
Q4 | $6.49M | Buy |
|
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|
2024
Q3 | $5.78M | Buy |
|
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|
2024
Q2 | $4.37M | Buy |
|
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|
2024
Q1 | $3.44M | Buy |
|
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|
2023
Q4 | $2.53M | Buy |
|
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|
2023
Q3 | $421K | Buy |
|
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|
2023
Q2 | $266K | Sell |
|
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|
2023
Q1 | $289K | Buy |
|
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|
2022
Q4 | $207K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $201K | Buy |
|
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|
2020
Q4 | $202K | Sell |
|
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|
2020
Q3 | $210K | Buy |
|