LWAM
Legacy Wealth Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
9,874
-981
| -9% | -$262K | 0.67% | 17 |
|
|
2025
Q1 | $3.07M | Sell |
10,855
-302
| -3% | -$85.5K | 0.85% | 14 |
|
|
2024
Q4 | $2.67M | Sell |
11,157
-543
| -5% | -$130K | 0.73% | 21 |
|
|
2024
Q3 | $2.97M | Sell |
11,700
-306
| -3% | -$77.7K | 0.8% | 16 |
|
|
2024
Q2 | $2.49M | Sell |
12,006
-335
| -3% | -$69.6K | 0.7% | 20 |
|
|
2024
Q1 | $2.55M | Sell |
12,341
-359
| -3% | -$74.2K | 0.71% | 21 |
|
|
2023
Q4 | $2.02M | Sell |
12,700
-1,448
| -10% | -$231K | 0.66% | 30 |
|
|
2023
Q3 | $1.97M | Sell |
14,148
-40
| -0.3% | -$5.57K | 0.72% | 21 |
|
|
2023
Q2 | $1.88M | Buy |
14,188
+3,696
| +35% | +$489K | 0.66% | 31 |
|
|
2023
Q1 | $1.5M | Sell |
10,492
-161
| -2% | -$23K | 0.54% | 42 |
|
|
2022
Q4 | $1.38M | Sell |
10,653
-128
| -1% | -$16.6K | 0.53% | 49 |
|
|
2022
Q3 | $1.25M | Buy |
10,781
+6,627
| +160% | +$770K | 0.55% | 43 |
|
|
2022
Q2 | $483K | Sell |
4,154
-339
| -8% | -$39.4K | 0.2% | 175 |
|
|
2022
Q1 | $512K | Buy |
4,493
+64
| +1% | +$7.29K | 0.18% | 185 |
|
|
2021
Q4 | $455K | Buy |
4,429
+498
| +13% | +$51.2K | 0.15% | 209 |
|
|
2021
Q3 | $355K | Sell |
3,931
-55
| -1% | -$4.97K | 0.16% | 220 |
|
|
2021
Q2 | $391K | Sell |
3,986
-145
| -4% | -$14.2K | 0.17% | 218 |
|
|
2021
Q1 | $395K | Buy |
4,131
+1,397
| +51% | +$134K | 0.18% | 207 |
|
|
2020
Q4 | $270K | Buy |
+2,734
| New | +$270K | 0.14% | 245 |
|