McKinley Carter Wealth Services’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
6,345
-582
| -8% | -$155K | 0.09% | 125 |
|
|
2025
Q1 | $1.96M | Buy |
6,927
+125
| +2% | +$35.4K | 0.12% | 112 |
|
|
2024
Q4 | $1.63M | Sell |
6,802
-16
| -0.2% | -$3.83K | 0.1% | 126 |
|
|
2024
Q3 | $1.73M | Buy |
6,818
+5
| +0.1% | +$1.27K | 0.1% | 126 |
|
|
2024
Q2 | $1.42M | Buy |
6,813
+62
| +0.9% | +$12.9K | 0.09% | 140 |
|
|
2024
Q1 | $1.4M | Sell |
6,751
-368
| -5% | -$76.1K | 0.09% | 141 |
|
|
2023
Q4 | $1.13M | Buy |
7,119
+1,079
| +18% | +$172K | 0.08% | 142 |
|
|
2023
Q3 | $841K | Sell |
6,040
-460
| -7% | -$64.1K | 0.07% | 157 |
|
|
2023
Q2 | $860K | Buy |
6,500
+4
| +0.1% | +$529 | 0.06% | 159 |
|
|
2023
Q1 | $929K | Buy |
6,496
+659
| +11% | +$94.3K | 0.07% | 150 |
|
|
2022
Q4 | $757K | Sell |
5,837
-90
| -2% | -$11.7K | 0.06% | 161 |
|
|
2022
Q3 | $689K | Buy |
5,927
+99
| +2% | +$11.5K | 0.06% | 156 |
|
|
2022
Q2 | $678K | Buy |
5,828
+4
| +0.1% | +$465 | 0.06% | 167 |
|
|
2022
Q1 | $664K | Buy |
5,824
+5
| +0.1% | +$570 | 0.05% | 177 |
|
|
2021
Q4 | $597K | Sell |
5,819
-20
| -0.3% | -$2.05K | 0.04% | 176 |
|
|
2021
Q3 | $528K | Buy |
5,839
+5
| +0.1% | +$452 | 0.04% | 177 |
|
|
2021
Q2 | $573K | Sell |
5,834
-20
| -0.3% | -$1.96K | 0.05% | 171 |
|
|
2021
Q1 | $559K | Buy |
5,854
+733
| +14% | +$70K | 0.05% | 176 |
|
|
2020
Q4 | $507K | Buy |
5,121
+103
| +2% | +$10.2K | 0.07% | 160 |
|
|
2020
Q3 | $475K | Buy |
5,018
+6
| +0.1% | +$568 | 0.11% | 99 |
|
|
2020
Q2 | $402K | Buy |
5,012
+6
| +0.1% | +$481 | 0.1% | 104 |
|
|
2020
Q1 | $370K | Buy |
5,006
+136
| +3% | +$10.1K | 0.11% | 105 |
|
|
2019
Q4 | $353K | Buy |
4,870
+13
| +0.3% | +$942 | 0.08% | 128 |
|
|
2019
Q3 | $375K | Buy |
4,857
+6
| +0.1% | +$463 | 0.1% | 126 |
|
|
2019
Q2 | $388K | Buy |
4,851
+318
| +7% | +$25.4K | 0.1% | 118 |
|
|
2019
Q1 | $327K | Sell |
4,533
-177
| -4% | -$12.8K | 0.09% | 125 |
|
|
2018
Q4 | $284K | Hold |
4,710
| – | – | 0.09% | 129 |
|
|
2018
Q3 | $335K | Hold |
4,710
| – | – | 0.1% | 127 |
|
|
2018
Q2 | $279K | Buy |
4,710
+4,370
| +1,285% | +$259K | 0.09% | 138 |
|
|
2018
Q1 | $21K | Buy |
+340
| New | +$21K | 0.01% | 323 |
|