JMFC
J.M. Forbes & Co’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
48,544
+54
| +0.1% | +$14.4K | 1.18% | 29 |
|
|
2025
Q1 | $13.7M | Buy |
48,490
+1,337
| +3% | +$378K | 1.33% | 24 |
|
|
2024
Q4 | $11.3M | Buy |
47,153
+196
| +0.4% | +$47K | 1.09% | 33 |
|
|
2024
Q3 | $11.9M | Buy |
46,957
+32
| +0.1% | +$8.12K | 1.16% | 31 |
|
|
2024
Q2 | $9.75M | Buy |
46,925
+247
| +0.5% | +$51.3K | 1% | 35 |
|
|
2024
Q1 | $9.65M | Buy |
46,678
+63
| +0.1% | +$13K | 1.05% | 35 |
|
|
2023
Q4 | $7.42M | Buy |
46,615
+179
| +0.4% | +$28.5K | 0.86% | 45 |
|
|
2023
Q3 | $6.47M | Buy |
46,436
+268
| +0.6% | +$37.3K | 0.84% | 44 |
|
|
2023
Q2 | $6.11M | Sell |
46,168
-497
| -1% | -$65.8K | 0.76% | 45 |
|
|
2023
Q1 | $6.68M | Buy |
46,665
+841
| +2% | +$120K | 0.91% | 42 |
|
|
2022
Q4 | $5.94M | Sell |
45,824
-64
| -0.1% | -$8.3K | 0.86% | 40 |
|
|
2022
Q3 | $5.33M | Buy |
+45,888
| New | +$5.33M | 0.83% | 43 |
|