TAM
Trust Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Hold |
6,735
| – | – | 0.13% | 54 |
|
|
2025
Q1 | $1.91M | Buy |
6,735
+63
| +0.9% | +$17.8K | 0.16% | 48 |
|
|
2024
Q4 | $1.6M | Hold |
6,672
| – | – | 0.13% | 60 |
|
|
2024
Q3 | $1.69M | Hold |
6,672
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $1.39M | Hold |
6,672
| – | – | 0.12% | 64 |
|
|
2024
Q1 | $1.38M | Hold |
6,672
| – | – | 0.12% | 64 |
|
|
2023
Q4 | $1.06M | Hold |
6,672
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $929K | Hold |
6,672
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $883K | Hold |
6,672
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $954K | Buy |
6,672
+82
| +1% | +$11.7K | 0.11% | 75 |
|
|
2022
Q4 | $855K | Hold |
6,590
| – | – | 0.11% | 79 |
|
|
2022
Q3 | $766K | Buy |
6,590
+466
| +8% | +$54.2K | 0.1% | 80 |
|
|
2022
Q2 | $712K | Buy |
6,124
+262
| +4% | +$30.5K | 0.1% | 80 |
|
|
2022
Q1 | $668K | Buy |
5,862
+202
| +4% | +$23K | 0.08% | 94 |
|
|
2021
Q4 | $581K | Hold |
5,660
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $512K | Buy |
5,660
+373
| +7% | +$33.7K | 0.07% | 108 |
|
|
2021
Q2 | $519K | Buy |
5,287
+589
| +13% | +$57.8K | 0.07% | 104 |
|
|
2021
Q1 | $449K | Buy |
4,698
+837
| +22% | +$80K | 0.06% | 108 |
|
|
2020
Q4 | $382K | Buy |
3,861
+895
| +30% | +$88.6K | 0.06% | 105 |
|
|
2020
Q3 | $281K | Buy |
+2,966
| New | +$281K | 0.05% | 94 |
|