TCWA
Turtle Creek Wealth Advisors’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
21,778
-4,373
| -17% | -$1.17M | 0.69% | 45 |
|
|
2025
Q1 | $7.4M | Buy |
+26,151
| New | +$7.4M | 1.1% | 26 |
|
|
2024
Q4 | – | Sell |
-957
| Closed | -$243K | – | 144 |
|
|
2024
Q3 | $243K | Buy |
+957
| New | +$243K | 0.05% | 156 |
|
|
2024
Q1 | – | Sell |
-670
| Closed | -$107K | – | 649 |
|
|
2023
Q4 | $107K | Buy |
+670
| New | +$107K | 0.03% | 191 |
|