Perigon 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 | $1.33M | Buy |
4,979
+283
| +6% | +$75.5K | 0.03% | 412 |
|
|
2025
Q1 | $1.33M | Buy |
4,696
+193
| +4% | +$54.6K | 0.03% | 387 |
|
|
2024
Q4 | $1.11M | Buy |
4,503
+478
| +12% | +$117K | 0.03% | 428 |
|
|
2024
Q3 | $1.02M | Buy |
4,025
+362
| +10% | +$91.9K | 0.03% | 424 |
|
|
2024
Q2 | $761K | Buy |
3,663
+87
| +2% | +$18.1K | 0.02% | 436 |
|
|
2024
Q1 | $740K | Buy |
3,576
+345
| +11% | +$71.4K | 0.02% | 442 |
|
|
2023
Q4 | $515K | Buy |
3,231
+70
| +2% | +$11.2K | 0.02% | 491 |
|
|
2023
Q3 | $440K | Buy |
3,161
+98
| +3% | +$13.7K | 0.02% | 471 |
|
|
2023
Q2 | $405K | Buy |
3,063
+1,457
| +91% | +$193K | 0.02% | 517 |
|
|
2023
Q1 | $230K | Buy |
+1,606
| New | +$230K | 0.01% | 630 |
|
|
2021
Q1 | – | Sell |
-680
| Closed | -$67K | – | 874 |
|
|
2020
Q4 | $67K | Buy |
+680
| New | +$67K | 0.01% | 650 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 504 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 624 |
|
|
2017
Q2 | – | Sell |
-209
| Closed | -$8K | – | 616 |
|
|
2017
Q1 | $8K | Buy |
209
+72
| +53% | +$2.76K | ﹤0.01% | 544 |
|
|
2016
Q4 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 645 |
|