TMD Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $851K | Hold |
4,096
| – | – | 0.19% | 28 |
|
2024
Q1 | $847K | Hold |
4,096
| – | – | 0.2% | 31 |
|
2023
Q4 | $652K | Hold |
4,096
| – | – | 0.17% | 33 |
|
2023
Q3 | $571K | Hold |
4,096
| – | – | 0.16% | 30 |
|
2023
Q2 | $542K | Hold |
4,096
| – | – | 0.14% | 29 |
|
2023
Q1 | $586K | Hold |
4,096
| – | – | 0.17% | 27 |
|
2022
Q4 | $531K | Sell |
4,096
-1,500
| -27% | -$195K | 0.24% | 26 |
|
2022
Q3 | $650K | Hold |
5,596
| – | – | 0.29% | 21 |
|
2022
Q2 | $651K | Hold |
5,596
| – | – | 0.27% | 23 |
|
2022
Q1 | $638K | Hold |
5,596
| – | – | 0.25% | 22 |
|
2021
Q4 | $574K | Hold |
5,596
| – | – | 0.21% | 25 |
|
2021
Q3 | $506K | Hold |
5,596
| – | – | 0.21% | 23 |
|
2021
Q2 | $550K | Hold |
5,596
| – | – | 0.24% | 22 |
|
2021
Q1 | $535K | Sell |
5,596
-19
| -0.3% | -$1.82K | 0.25% | 21 |
|
2020
Q4 | $555K | Buy |
+5,615
| New | +$555K | 0.31% | 17 |
|