ShankerValleau Wealth Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Hold |
15,000
| – | – | 1.14% | 15 |
|
|
2025
Q1 | $4.25M | Hold |
15,000
| – | – | 1.38% | 13 |
|
|
2024
Q4 | $3.59M | Hold |
15,000
| – | – | 1.15% | 14 |
|
|
2024
Q3 | $3.81M | Buy |
15,000
+1,000
| +7% | +$254K | 1.3% | 11 |
|
|
2024
Q2 | $2.91M | Hold |
14,000
| – | – | 1.24% | 11 |
|
|
2024
Q1 | $2.9M | Hold |
14,000
| – | – | 1.33% | 11 |
|
|
2023
Q4 | $2.23M | Buy |
14,000
+6,000
| +75% | +$956K | 1.14% | 12 |
|
|
2023
Q3 | $1.11M | Hold |
8,000
| – | – | 0.63% | 14 |
|
|
2023
Q2 | $1.06M | Hold |
8,000
| – | – | 0.58% | 14 |
|
|
2023
Q1 | $1.14M | Hold |
8,000
| – | – | 0.66% | 14 |
|
|
2022
Q4 | $1.04M | Buy |
+8,000
| New | +$1.04M | 0.64% | 14 |
|