Premier Path Wealth Partners’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
3,989
+103
+3% +$27.5K 0.15% 165
2025
Q1
$1.1M Sell
3,886
-19
-0.5% -$5.38K 0.17% 150
2024
Q4
$936K Sell
3,905
-39
-1% -$9.35K 0.14% 163
2024
Q3
$1M Sell
3,944
-17
-0.4% -$4.31K 0.16% 155
2024
Q2
$823K Sell
3,961
-44
-1% -$9.14K 0.14% 162
2024
Q1
$828K Sell
4,005
-356
-8% -$73.6K 0.16% 153
2023
Q4
$693K Buy
+4,361
New +$693K 0.15% 152