Union Heritage Capital’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Hold
2,238
0.21% 57
2025
Q1
$633K Hold
2,238
0.24% 57
2024
Q4
$536K Hold
2,238
0.2% 53
2024
Q3
$568K Hold
2,238
0.21% 53
2024
Q2
$465K Hold
2,238
0.18% 53
2024
Q1
$463K Buy
+2,238
New +$463K 0.18% 53