National Wealth Management Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $562K | Buy |
+1,987
| New | +$562K | 0.37% | 64 |
|
|
2024
Q4 | – | Sell |
-4,699
| Closed | -$1.19M | – | 167 |
|
|
2024
Q3 | $1.19M | Buy |
+4,699
| New | +$1.19M | 0.81% | 30 |
|
|
2024
Q2 | – | Sell |
-3,323
| Closed | -$687K | – | 150 |
|
|
2024
Q1 | $687K | Buy |
+3,323
| New | +$687K | 0.53% | 42 |
|
|
2023
Q4 | – | Sell |
-3,485
| Closed | -$485K | – | 152 |
|
|
2023
Q3 | $485K | Buy |
+3,485
| New | +$485K | 0.53% | 57 |
|
|
2022
Q4 | – | Sell |
-2,413
| Closed | -$280K | – | 155 |
|
|
2022
Q3 | $280K | Buy |
+2,413
| New | +$280K | 0.36% | 96 |
|