RWM
Revisor Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
2,013
-27
| -1% | -$6.73K | 0.18% | 134 |
|
|
2025
Q1 | $577K | Buy |
+2,040
| New | +$577K | 0.26% | 82 |
|
|
2024
Q4 | – | Sell |
-1,678
| Closed | -$426K | – | 163 |
|
|
2024
Q3 | $426K | Buy |
1,678
+141
| +9% | +$35.8K | 0.27% | 85 |
|
|
2024
Q2 | $319K | Sell |
1,537
-1,226
| -44% | -$255K | 0.22% | 106 |
|
|
2024
Q1 | $506K | Buy |
+2,763
| New | +$506K | 0.23% | 115 |
|
|
2023
Q4 | – | Sell |
-1,989
| Closed | -$277K | – | 163 |
|
|
2023
Q3 | $277K | Sell |
1,989
-900
| -31% | -$125K | 0.24% | 116 |
|
|
2023
Q2 | $382K | Sell |
2,889
-977
| -25% | -$129K | 0.34% | 69 |
|
|
2023
Q1 | $553K | Buy |
+3,866
| New | +$553K | 0.51% | 47 |
|