PWMAG
Pinnacle Wealth Management Advisory Group’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
2,019
+92
| +5% | +$24.6K | 0.04% | 206 |
|
|
2025
Q1 | $545K | Buy |
1,927
+39
| +2% | +$11K | 0.05% | 193 |
|
|
2024
Q4 | $452K | Sell |
1,888
-25
| -1% | -$5.99K | 0.04% | 214 |
|
|
2024
Q3 | $485K | Buy |
1,913
+36
| +2% | +$9.14K | 0.05% | 208 |
|
|
2024
Q2 | $390K | Buy |
1,877
+80
| +4% | +$16.6K | 0.04% | 226 |
|
|
2024
Q1 | $372K | Buy |
1,797
+57
| +3% | +$11.8K | 0.04% | 226 |
|
|
2023
Q4 | $277K | Buy |
1,740
+3
| +0.2% | +$478 | 0.03% | 265 |
|
|
2023
Q3 | $242K | Sell |
1,737
-36
| -2% | -$5.02K | 0.03% | 266 |
|
|
2023
Q2 | $235K | Sell |
1,773
-306
| -15% | -$40.5K | 0.03% | 285 |
|
|
2023
Q1 | $297K | Buy |
2,079
+77
| +4% | +$11K | 0.04% | 237 |
|
|
2022
Q4 | $260K | Buy |
+2,002
| New | +$260K | 0.04% | 241 |
|
|
2020
Q3 | – | Sell |
-2,986
| Closed | -$239K | – | 184 |
|
|
2020
Q2 | $239K | Sell |
2,986
-449
| -13% | -$35.9K | 0.09% | 155 |
|
|
2020
Q1 | $254K | Sell |
3,435
-1,035
| -23% | -$76.5K | 0.12% | 130 |
|
|
2019
Q4 | $324K | Hold |
4,470
| – | – | 0.12% | 143 |
|
|
2019
Q3 | $345K | Sell |
4,470
-50
| -1% | -$3.86K | 0.14% | 129 |
|
|
2019
Q2 | $361K | Sell |
4,520
-300
| -6% | -$24K | 0.15% | 129 |
|
|
2019
Q1 | $347K | Sell |
4,820
-350
| -7% | -$25.2K | 0.16% | 131 |
|
|
2018
Q4 | $312K | Sell |
5,170
-45
| -0.9% | -$2.72K | 0.17% | 128 |
|
|
2018
Q3 | $370K | Sell |
5,215
-305
| -6% | -$21.6K | 0.18% | 112 |
|
|
2018
Q2 | $327K | Buy |
5,520
+110
| +2% | +$6.52K | 0.18% | 109 |
|
|
2018
Q1 | $330K | Buy |
5,410
+10
| +0.2% | +$610 | 0.19% | 107 |
|
|
2017
Q4 | $304K | Hold |
5,400
| – | – | 0.17% | 112 |
|
|
2017
Q3 | $261K | Buy |
5,400
+55
| +1% | +$2.66K | 0.15% | 126 |
|
|
2017
Q2 | $236K | Buy |
+5,345
| New | +$236K | 0.15% | 130 |
|