JGCM
Joseph Group Capital Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
13,256
+411
| +3% | +$110K | 1.19% | 29 |
|
|
2025
Q1 | $3.64M | Buy |
12,845
+1,208
| +10% | +$342K | 1.39% | 23 |
|
|
2024
Q4 | $2.79M | Buy |
11,637
+1,346
| +13% | +$323K | 1.1% | 29 |
|
|
2024
Q3 | $2.61M | Sell |
10,291
-310
| -3% | -$78.7K | 1% | 32 |
|
|
2024
Q2 | $2.2M | Buy |
10,601
+838
| +9% | +$174K | 1.14% | 26 |
|
|
2024
Q1 | $2.02M | Buy |
9,763
+1,356
| +16% | +$280K | 1.01% | 29 |
|
|
2023
Q4 | $1.34M | Sell |
8,407
-1,541
| -15% | -$245K | 0.78% | 39 |
|
|
2023
Q3 | $1.39M | Buy |
9,948
+1,361
| +16% | +$190K | 1% | 27 |
|
|
2023
Q2 | $1.14M | Buy |
8,587
+1,047
| +14% | +$139K | 0.96% | 39 |
|
|
2023
Q1 | $1.08M | Sell |
7,540
-870
| -10% | -$124K | 0.95% | 36 |
|
|
2022
Q4 | $1.09M | Sell |
8,410
-183
| -2% | -$23.7K | 1.04% | 31 |
|
|
2022
Q3 | $999K | Buy |
8,593
+492
| +6% | +$57.2K | 1.09% | 32 |
|
|
2022
Q2 | $942K | Sell |
8,101
-1,634
| -17% | -$190K | 0.94% | 36 |
|
|
2022
Q1 | $1.11M | Buy |
9,735
+307
| +3% | +$35K | 1.12% | 31 |
|
|
2021
Q4 | $968K | Buy |
+9,428
| New | +$968K | 0.93% | 36 |
|