Mascoma Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
425
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $120K | Buy |
425
+363
| +585% | +$103K | 0.03% | 120 |
|
|
2024
Q4 | $14.9K | Buy |
62
+15
| +32% | +$3.59K | ﹤0.01% | 306 |
|
|
2024
Q3 | $11.9K | Hold |
47
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $9.76K | Hold |
47
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $9.72K | Hold |
47
| – | – | ﹤0.01% | 315 |
|
|
2023
Q4 | $7.49K | Hold |
47
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $6.55K | Buy |
+47
| New | +$6.55K | ﹤0.01% | 366 |
|
|
2023
Q2 | – | Sell |
-37
| Closed | -$5.05K | – | 629 |
|
|
2023
Q1 | $5.05K | Hold |
37
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $4.8K | Sell |
37
-391
| -91% | -$50.7K | ﹤0.01% | 495 |
|
|
2022
Q3 | $50K | Sell |
428
-14
| -3% | -$1.64K | 0.02% | 226 |
|
|
2022
Q2 | $51K | Sell |
442
-8
| -2% | -$923 | 0.02% | 236 |
|
|
2022
Q1 | $51K | Buy |
450
+250
| +125% | +$28.3K | 0.02% | 256 |
|
|
2021
Q4 | $21K | Buy |
200
+199
| +19,900% | +$20.9K | 0.01% | 328 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 465 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 353 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 461 |
|