MSWM
Mowery & Schoenfeld Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
942
| – | – | 0.38% | 39 |
|
|
2025
Q1 | $267K | Buy |
942
+706
| +299% | +$200K | 0.52% | 39 |
|
|
2024
Q4 | $56.5K | Sell |
236
-176
| -43% | -$42.2K | 0.11% | 106 |
|
|
2024
Q3 | $105K | Buy |
412
+275
| +201% | +$69.8K | 0.17% | 58 |
|
|
2024
Q2 | $28.5K | Hold |
137
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $28.3K | Sell |
137
-6
| -4% | -$1.24K | 0.05% | 100 |
|
|
2023
Q4 | $22.8K | Buy |
+143
| New | +$22.8K | 0.05% | 96 |
|