Robertson Stephens Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
1,029
-293
| -22% | -$78.2K | 0.01% | 471 |
|
|
2025
Q1 | $374K | Sell |
1,322
-492
| -27% | -$139K | 0.01% | 405 |
|
|
2024
Q4 | $435K | Sell |
1,814
-39
| -2% | -$9.35K | 0.02% | 382 |
|
|
2024
Q3 | $470K | Buy |
1,853
+451
| +32% | +$114K | 0.02% | 428 |
|
|
2024
Q2 | $291K | Buy |
1,402
+356
| +34% | +$73.9K | 0.01% | 415 |
|
|
2024
Q1 | $216K | Buy |
+1,046
| New | +$216K | 0.01% | 470 |
|