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 |
|