JWM
Janiczek Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.08M | Buy |
29,260
+153
| +0.5% | +$31.8K | 1.27% | 16 |
|
|
2024
Q1 | $6.02M | Buy |
29,107
+41
| +0.1% | +$8.48K | 1.28% | 14 |
|
|
2023
Q4 | $4.63M | Buy |
29,066
+63
| +0.2% | +$10K | 1.12% | 15 |
|
|
2023
Q3 | $4.04M | Buy |
29,003
+771
| +3% | +$107K | 1.06% | 15 |
|
|
2023
Q2 | $3.74M | Sell |
28,232
-2,198
| -7% | -$291K | 1.03% | 14 |
|
|
2023
Q1 | $4.13M | Sell |
30,430
-152
| -0.5% | -$20.6K | 1.17% | 13 |
|
|
2022
Q4 | $4.07M | Hold |
30,582
| – | – | 1.14% | 14 |
|
|
2022
Q3 | $3.78M | Buy |
30,582
+14
| +0% | +$1.73K | 1.23% | 15 |
|
|
2022
Q2 | $3.52M | Buy |
30,568
+137
| +0.5% | +$15.8K | 1.05% | 16 |
|
|
2022
Q1 | $3.47M | Hold |
30,431
| – | – | 0.96% | 16 |
|
|
2021
Q4 | $3.12M | Buy |
30,431
+11
| +0% | +$1.13K | 0.93% | 16 |
|
|
2021
Q3 | $2.75M | Buy |
30,420
+26
| +0.1% | +$2.35K | 0.97% | 17 |
|
|
2021
Q2 | $2.99M | Hold |
30,394
| – | – | 1.08% | 14 |
|
|
2021
Q1 | $2.91M | Sell |
30,394
-68
| -0.2% | -$6.5K | 1.16% | 15 |
|
|
2020
Q4 | $3.01M | Sell |
30,462
-24
| -0.1% | -$2.37K | 1.46% | 12 |
|
|
2020
Q3 | $2.89M | Sell |
30,486
-40
| -0.1% | -$3.79K | 1.55% | 13 |
|
|
2020
Q2 | $2.45M | Buy |
30,526
+83
| +0.3% | +$6.65K | 1.37% | 14 |
|
|
2020
Q1 | $2.25M | Hold |
30,443
| – | – | 1.27% | 15 |
|
|
2019
Q4 | $2.2M | Hold |
30,443
| – | – | 0.99% | 17 |
|
|
2019
Q3 | $2.35M | Hold |
30,443
| – | – | 1.07% | 17 |
|
|
2019
Q2 | $2.43M | Hold |
30,443
| – | – | 1.14% | 15 |
|
|
2019
Q1 | $2.2M | Hold |
30,443
| – | – | 1.04% | 17 |
|
|
2018
Q4 | $1.84M | Hold |
30,443
| – | – | 0.93% | 17 |
|
|
2018
Q3 | $2.16M | Hold |
30,443
| – | – | 1.13% | 11 |
|
|
2018
Q2 | $1.8M | Hold |
30,443
| – | – | 0.95% | 12 |
|
|
2018
Q1 | $1.86M | Hold |
30,443
| – | – | 1.05% | 10 |
|
|
2017
Q4 | $1.72M | Sell |
30,443
-98
| -0.3% | -$5.52K | 0.93% | 10 |
|
|
2017
Q3 | $1.48M | Hold |
30,541
| – | – | 0.82% | 10 |
|
|
2017
Q2 | $1.35M | Hold |
30,541
| – | – | 0.78% | 10 |
|
|
2017
Q1 | $1.2M | Hold |
30,541
| – | – | 0.68% | 11 |
|
|
2016
Q4 | $1.08M | Buy |
+30,541
| New | +$1.08M | 0.48% | 11 |
|