Mezzasalma Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
9,024
+475
| +6% | +$127K | 0.72% | 35 |
|
|
2025
Q1 | $2.42M | Buy |
8,549
+799
| +10% | +$226K | 0.84% | 28 |
|
|
2024
Q4 | $1.86M | Buy |
7,750
+1,661
| +27% | +$398K | 0.6% | 33 |
|
|
2024
Q3 | $1.55M | Buy |
6,089
+1,367
| +29% | +$347K | 0.61% | 34 |
|
|
2024
Q2 | $981K | Buy |
4,722
+3,406
| +259% | +$707K | 0.42% | 37 |
|
|
2024
Q1 | $272K | Hold |
1,316
| – | – | 0.13% | 83 |
|
|
2023
Q4 | $210K | Buy |
+1,316
| New | +$210K | 0.11% | 92 |
|