Mission 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 | $1.84M | Buy |
6,905
+1
| +0% | +$267 | 0.04% | 217 |
|
|
2025
Q1 | $1.95M | Sell |
6,904
-840
| -11% | -$238K | 0.05% | 187 |
|
|
2024
Q4 | $1.86M | Sell |
7,744
-5,971
| -44% | -$1.43M | 0.04% | 182 |
|
|
2024
Q3 | $3.48M | Buy |
13,715
+609
| +5% | +$155K | 0.08% | 122 |
|
|
2024
Q2 | $2.72M | Sell |
13,106
-282
| -2% | -$58.6K | 0.07% | 138 |
|
|
2024
Q1 | $2.77M | Buy |
13,388
+1,046
| +8% | +$216K | 0.07% | 139 |
|
|
2023
Q4 | $1.97M | Buy |
12,342
+6,920
| +128% | +$1.1M | 0.06% | 146 |
|
|
2023
Q3 | $755K | Buy |
+5,422
| New | +$755K | 0.03% | 256 |
|