Meridian 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 | $2.28M | Buy |
8,550
+585
| +7% | +$156K | 0.1% | 184 |
|
|
2025
Q1 | $2.25M | Buy |
7,965
+301
| +4% | +$85.2K | 0.11% | 174 |
|
|
2024
Q4 | $1.84M | Sell |
7,664
-169
| -2% | -$40.5K | 0.09% | 197 |
|
|
2024
Q3 | $1.99M | Buy |
+7,833
| New | +$1.99M | 0.1% | 180 |
|
|
2024
Q1 | – | Sell |
-7,782
| Closed | -$1.24M | – | 410 |
|
|
2023
Q4 | $1.24M | Sell |
7,782
-7,956
| -51% | -$1.27M | 0.08% | 229 |
|
|
2023
Q3 | $2.19M | Buy |
15,738
+7,949
| +102% | +$1.11M | 0.13% | 141 |
|
|
2023
Q2 | $1.03M | Buy |
7,789
+2,432
| +45% | +$322K | 0.09% | 192 |
|
|
2023
Q1 | $766K | Buy |
5,357
+40
| +0.8% | +$5.72K | 0.07% | 250 |
|
|
2022
Q4 | $690K | Sell |
5,317
-151
| -3% | -$19.6K | 0.07% | 252 |
|
|
2022
Q3 | $635K | Sell |
5,468
-2,136
| -28% | -$248K | 0.07% | 243 |
|
|
2022
Q2 | $884K | Buy |
7,604
+4,556
| +149% | +$530K | 0.07% | 261 |
|
|
2022
Q1 | $347K | Hold |
3,048
| – | – | 0.04% | 286 |
|
|
2021
Q4 | $313K | Sell |
3,048
-156
| -5% | -$16K | 0.03% | 309 |
|
|
2021
Q3 | $290K | Sell |
3,204
-170
| -5% | -$15.4K | 0.04% | 310 |
|
|
2021
Q2 | $331K | Sell |
3,374
-2,000
| -37% | -$196K | 0.04% | 290 |
|
|
2021
Q1 | $514K | Sell |
5,374
-353
| -6% | -$33.8K | 0.07% | 205 |
|
|
2020
Q4 | $566K | Sell |
5,727
-159
| -3% | -$15.7K | 0.09% | 177 |
|
|
2020
Q3 | $557K | Buy |
5,886
+70
| +1% | +$6.62K | 0.14% | 131 |
|
|
2020
Q2 | $465K | Sell |
5,816
-250
| -4% | -$20K | 0.16% | 124 |
|
|
2020
Q1 | $447K | Sell |
6,066
-195
| -3% | -$14.4K | 0.2% | 119 |
|
|
2019
Q4 | $453K | Sell |
6,261
-4,946
| -44% | -$358K | 0.22% | 96 |
|
|
2019
Q3 | $866K | Buy |
11,207
+200
| +2% | +$15.5K | 0.41% | 45 |
|
|
2019
Q2 | $8.8K | Sell |
11,007
-254
| -2% | -$203 | 0.36% | 43 |
|
|
2019
Q1 | $812K | Buy |
11,261
+630
| +6% | +$45.4K | 0.37% | 56 |
|
|
2018
Q4 | $641K | Buy |
10,631
+7,350
| +224% | +$443K | 0.38% | 55 |
|
|
2018
Q3 | $233K | Sell |
3,281
-1,850
| -36% | -$131K | 0.1% | 149 |
|
|
2018
Q2 | $303K | Buy |
+5,131
| New | +$303K | 0.14% | 137 |
|