Moss Adams Wealth 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 | $595K | Buy |
2,229
+344
| +18% | +$91.8K | 0.05% | 118 |
|
|
2025
Q1 | $533K | Buy |
1,885
+208
| +12% | +$58.9K | 0.06% | 107 |
|
|
2024
Q4 | $402K | Buy |
1,677
+178
| +12% | +$42.7K | 0.04% | 121 |
|
|
2024
Q3 | $380K | Buy |
1,499
+123
| +9% | +$31.2K | 0.04% | 124 |
|
|
2024
Q2 | $286K | Buy |
1,376
+318
| +30% | +$66.1K | 0.04% | 122 |
|
|
2024
Q1 | $219K | Buy |
+1,058
| New | +$219K | 0.04% | 139 |
|