SWM
Selective Wealth Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
2,162
-306
| -12% | -$76.6K | 0.2% | 55 |
|
|
2025
Q1 | $680K | Hold |
2,468
| – | – | 0.3% | 45 |
|
|
2024
Q4 | $592K | Hold |
2,468
| – | – | 0.24% | 51 |
|
|
2024
Q3 | $615K | Sell |
2,468
-597
| -19% | -$149K | 0.26% | 51 |
|
|
2024
Q2 | $642K | Hold |
3,065
| – | – | 0.28% | 48 |
|
|
2024
Q1 | $632K | Sell |
3,065
-500
| -14% | -$103K | 0.27% | 50 |
|
|
2023
Q4 | $581K | Sell |
3,565
-320
| -8% | -$52.2K | 0.29% | 41 |
|
|
2023
Q3 | $552K | Sell |
3,885
-15
| -0.4% | -$2.13K | 0.3% | 38 |
|
|
2023
Q2 | $511K | Buy |
+3,900
| New | +$511K | 0.26% | 51 |
|
|
2022
Q4 | $804K | Sell |
6,300
-1,500
| -19% | -$191K | 0.42% | 38 |
|
|
2022
Q3 | $906K | Sell |
7,800
-4,432
| -36% | -$515K | 0.39% | 37 |
|
|
2022
Q2 | $1.42M | Buy |
12,232
+132
| +1% | +$15.3K | 0.51% | 35 |
|
|
2022
Q1 | $1.38M | Sell |
12,100
-2,100
| -15% | -$239K | 0.5% | 31 |
|
|
2021
Q4 | $1.46M | Hold |
14,200
| – | – | 0.6% | 30 |
|
|
2021
Q3 | $1.28M | Sell |
14,200
-11,800
| -45% | -$1.07M | 0.68% | 24 |
|
|
2021
Q2 | $2.55M | Sell |
26,000
-5,100
| -16% | -$501K | 2.03% | 10 |
|
|
2021
Q1 | $2.97M | Sell |
31,100
-3,900
| -11% | -$373K | 2.7% | 11 |
|
|
2020
Q4 | $3.46M | Buy |
35,000
+4,600
| +15% | +$455K | 2.23% | 12 |
|
|
2020
Q3 | $2.88M | Hold |
30,400
| – | – | 2.26% | 11 |
|
|
2020
Q2 | $2.44M | Buy |
+30,400
| New | +$2.44M | 2.02% | 12 |
|