JSAM
J. Safra Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
2,657
+2,350
| +765% | +$620K | 0.05% | 66 |
|
|
2025
Q1 | $86.9K | Sell |
307
-137
| -31% | -$38.8K | 0.01% | 154 |
|
|
2024
Q4 | $106K | Buy |
444
+137
| +45% | +$32.8K | 0.01% | 162 |
|
|
2024
Q3 | $77.1K | Hold |
307
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $63.8K | Buy |
+307
| New | +$63.8K | 0.01% | 124 |
|
|
2022
Q2 | – | Sell |
-124
| Closed | -$1K | – | 114 |
|
|
2022
Q1 | $1K | Buy |
+124
| New | +$1K | 0.02% | 40 |
|