Marcum Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $11.4M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $9.88M | Buy |
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|
2024
Q1 | $9.79M | Sell |
|
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|
2023
Q4 | $7.57M | Sell |
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|
2023
Q3 | $6.65M | Sell |
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|
2023
Q2 | $6.33M | Buy |
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|
2023
Q1 | $6.83M | Sell |
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|
2022
Q4 | $6.41M | Buy |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $5.45M | Sell |
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|
2022
Q1 | $5.35M | Buy |
|
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.19M | Buy |
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|
2021
Q2 | $4.51M | Buy |
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|
2021
Q1 | $4.39M | Buy |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $855K | Sell |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $667K | Sell |
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|
2019
Q4 | $654K | Buy |
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