Modern 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 | $312K | Sell |
1,170
-158
| -12% | -$42.2K | 0.01% | 591 |
|
|
2025
Q1 | $376K | Sell |
1,328
-290
| -18% | -$82.1K | 0.01% | 473 |
|
|
2024
Q4 | $388K | Sell |
1,618
-125
| -7% | -$30K | 0.01% | 404 |
|
|
2024
Q3 | $442K | Sell |
1,743
-165
| -9% | -$41.9K | 0.03% | 269 |
|
|
2024
Q2 | $396K | Sell |
1,908
-26
| -1% | -$5.4K | 0.03% | 260 |
|
|
2024
Q1 | $400K | Buy |
1,934
+120
| +7% | +$24.8K | 0.04% | 202 |
|
|
2023
Q4 | $289K | Buy |
+1,814
| New | +$289K | 0.04% | 147 |
|