LWM Advisory Services’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$447K Buy
2024
Q1
$370K Sell
2023
Q4
$510K Hold
2023
Q3
$446K Buy
2023
Q2
$352K Hold
2023
Q1
$380K Buy