PIM
Progressive Investment Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Sell |
15,593
-151
| -1% | -$87.1K | 2.29% | 19 |
|
|
2025
Q1 | $8.9M | Sell |
15,744
-297
| -2% | -$168K | 2.49% | 18 |
|
|
2024
Q4 | $9.62M | Sell |
16,041
-316
| -2% | -$190K | 2.47% | 17 |
|
|
2024
Q3 | $9.53M | Sell |
16,357
-205
| -1% | -$120K | 2.45% | 19 |
|
|
2024
Q2 | $7.98M | Sell |
16,562
-137
| -0.8% | -$66K | 2.11% | 20 |
|
|
2024
Q1 | $9.36M | Sell |
16,699
-254
| -1% | -$142K | 2.57% | 18 |
|
|
2023
Q4 | $9.59M | Sell |
16,953
-43
| -0.3% | -$24.3K | 2.73% | 16 |
|
|
2023
Q3 | $8.72M | Sell |
16,996
-212
| -1% | -$109K | 2.83% | 15 |
|
|
2023
Q2 | $8.08M | Sell |
17,208
-168
| -1% | -$78.8K | 2.52% | 17 |
|
|
2023
Q1 | $9.73M | Buy |
17,376
+218
| +1% | +$122K | 3.14% | 14 |
|
|
2022
Q4 | $7.98M | Buy |
17,158
+207
| +1% | +$96.3K | 3.1% | 14 |
|
|
2022
Q3 | $7.15M | Buy |
16,951
+100
| +0.6% | +$42.2K | 2.94% | 13 |
|
|
2022
Q2 | $6.95M | Buy |
16,851
+413
| +3% | +$170K | 2.71% | 18 |
|
|
2022
Q1 | $8.27M | Buy |
16,438
+4,039
| +33% | +$2.03M | 2.6% | 18 |
|
|
2021
Q4 | $7.6M | Buy |
12,399
+21
| +0.2% | +$12.9K | 2.11% | 22 |
|
|
2021
Q3 | $7.53M | Buy |
12,378
+177
| +1% | +$108K | 2.23% | 21 |
|
|
2021
Q2 | $6.5M | Buy |
12,201
+75
| +0.6% | +$40K | 2.03% | 24 |
|
|
2021
Q1 | $5.08M | Buy |
12,126
+559
| +5% | +$234K | 1.79% | 27 |
|
|
2020
Q4 | $5.17M | Buy |
11,567
+207
| +2% | +$92.4K | 1.86% | 26 |
|
|
2020
Q3 | $4.05M | Buy |
+11,360
| New | +$4.05M | 1.6% | 26 |
|
|
2015
Q2 | – | Sell |
-702
| Closed | -$43K | – | 74 |
|
|
2015
Q1 | $43K | Buy |
+702
| New | +$43K | 0.15% | 78 |
|