MBM Wealth Consultants’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
5,312
-766
| -13% | -$204K | 0.38% | 39 |
|
|
2025
Q1 | $1.72M | Buy |
6,078
+17
| +0.3% | +$4.81K | 0.51% | 29 |
|
|
2024
Q4 | $1.46M | Buy |
6,061
+188
| +3% | +$45.2K | 0.43% | 34 |
|
|
2024
Q3 | $1.49M | Buy |
5,873
+390
| +7% | +$99K | 0.47% | 33 |
|
|
2024
Q2 | $1.15M | Sell |
5,483
-86
| -2% | -$18K | 0.39% | 44 |
|
|
2024
Q1 | $1.15M | Sell |
5,569
-413
| -7% | -$85.4K | 0.41% | 39 |
|
|
2023
Q4 | $1.06M | Buy |
5,982
+4,132
| +223% | +$734K | 0.4% | 37 |
|
|
2023
Q3 | $287K | Buy |
1,850
+136
| +8% | +$21.1K | 0.12% | 79 |
|
|
2023
Q2 | $226K | Buy |
1,714
+440
| +35% | +$58.1K | 0.1% | 96 |
|
|
2023
Q1 | $256K | Hold |
1,274
| – | – | 0.1% | 81 |
|
|
2022
Q4 | $166K | Buy |
1,274
+204
| +19% | +$26.6K | 0.08% | 95 |
|
|
2022
Q3 | $129K | Buy |
1,070
+224
| +26% | +$27K | 0.06% | 95 |
|
|
2022
Q2 | $98K | Buy |
846
+21
| +3% | +$2.43K | 0.05% | 106 |
|
|
2022
Q1 | $94K | Buy |
825
+180
| +28% | +$20.5K | 0.04% | 130 |
|
|
2021
Q4 | $66K | Buy |
645
+213
| +49% | +$21.8K | 0.03% | 142 |
|
|
2021
Q3 | $39K | Buy |
432
+74
| +21% | +$6.68K | 0.02% | 159 |
|
|
2021
Q2 | $35K | Hold |
358
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $34K | Buy |
358
+235
| +191% | +$22.3K | 0.02% | 157 |
|
|
2020
Q4 | $12K | Hold |
123
| – | – | 0.01% | 183 |
|
|
2020
Q3 | $12K | Hold |
123
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $10K | Hold |
123
| – | – | 0.01% | 173 |
|
|
2020
Q1 | $9K | Hold |
123
| – | – | 0.01% | 162 |
|
|
2019
Q4 | $9K | Hold |
123
| – | – | 0.01% | 176 |
|
|
2019
Q3 | $10K | Hold |
123
| – | – | 0.01% | 167 |
|
|
2019
Q2 | $10K | Hold |
123
| – | – | 0.01% | 170 |
|
|
2019
Q1 | $9K | Hold |
123
| – | – | 0.01% | 173 |
|
|
2018
Q4 | $7K | Buy |
+123
| New | +$7K | 0.01% | 192 |
|