SWM
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Shepherd Wealth Management’s Progressive PGR Stock Holding History

Shepherd Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.54M Sell
6,252
-5,626
-47% -$1.39M 1.05% 15
2025
Q1 		$3.36M Buy
+11,878
New +$3.36M 3.46% 13