TrueWealth 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 | $678K | Buy |
2,543
+323
| +15% | +$86.2K | 0.2% | 92 |
|
|
2025
Q1 | $628K | Buy |
2,220
+1,351
| +155% | +$382K | 0.21% | 87 |
|
|
2024
Q4 | $208K | Sell |
869
-1
| -0.1% | -$240 | 0.07% | 216 |
|
|
2024
Q3 | $221K | Buy |
+870
| New | +$221K | 0.07% | 209 |
|
|
2024
Q2 | – | Sell |
-1,493
| Closed | -$309K | – | 231 |
|
|
2024
Q1 | $309K | Sell |
1,493
-1,113
| -43% | -$230K | 0.12% | 143 |
|
|
2023
Q4 | $415K | Buy |
2,606
+665
| +34% | +$106K | 0.16% | 103 |
|
|
2023
Q3 | $270K | Buy |
+1,941
| New | +$270K | 0.11% | 146 |
|