True Wealth Design’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6K | Buy |
231
+7
| +3% | +$1.87K | 0.02% | 173 |
|
|
2025
Q1 | $63.3K | Buy |
224
+13
| +6% | +$3.67K | 0.02% | 156 |
|
|
2024
Q4 | $50.5K | Sell |
211
-253
| -55% | -$60.5K | 0.02% | 160 |
|
|
2024
Q3 | $118K | Buy |
464
+273
| +143% | +$69.3K | 0.05% | 50 |
|
|
2024
Q2 | $39.7K | Hold |
191
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $39.5K | Hold |
191
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $30.4K | Sell |
191
-450
| -70% | -$71.7K | 0.01% | 181 |
|
|
2023
Q3 | $89.3K | Hold |
641
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $84.9K | Sell |
641
-20
| -3% | -$2.65K | 0.03% | 131 |
|
|
2023
Q1 | $94.6K | Buy |
661
+20
| +3% | +$2.86K | 0.04% | 139 |
|
|
2022
Q4 | $83.1K | Buy |
+641
| New | +$83.1K | 0.04% | 130 |
|