KWM
Kolinsky Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $526K | Sell |
2,196
-10
| -0.5% | -$2.4K | 0.32% | 62 |
|
|
2024
Q3 | $560K | Sell |
2,206
-129
| -6% | -$32.7K | 0.36% | 58 |
|
|
2024
Q2 | $485K | Sell |
2,335
-177
| -7% | -$36.8K | 0.35% | 62 |
|
|
2024
Q1 | $520K | Buy |
2,512
+599
| +31% | +$124K | 0.4% | 59 |
|
|
2023
Q4 | $305K | Buy |
1,913
+333
| +21% | +$53K | 0.27% | 95 |
|
|
2023
Q3 | $220K | Buy |
+1,580
| New | +$220K | 0.22% | 117 |
|