LWL
Leo Wealth LLC’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,886
+358
| +10% | +$95.5K | 0.08% | 171 |
|
|
2025
Q1 | $999K | Buy |
3,528
+688
| +24% | +$195K | 0.14% | 123 |
|
|
2024
Q4 | $681K | Buy |
2,840
+1,769
| +165% | +$424K | 0.06% | 194 |
|
|
2024
Q3 | $272K | Sell |
1,071
-166
| -13% | -$42.1K | 0.02% | 292 |
|
|
2024
Q2 | $257K | Sell |
1,237
-102
| -8% | -$21.2K | 0.03% | 294 |
|
|
2024
Q1 | $277K | Buy |
+1,339
| New | +$277K | 0.03% | 276 |
|