Unique Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
1,399
+27
| +2% | +$7.21K | 0.06% | 127 |
|
|
2025
Q1 | $388K | Buy |
1,372
+44
| +3% | +$12.5K | 0.07% | 114 |
|
|
2024
Q4 | $318K | Sell |
1,328
-256
| -16% | -$61.3K | 0.07% | 113 |
|
|
2024
Q3 | $402K | Buy |
1,584
+2
| +0.1% | +$508 | 0.09% | 85 |
|
|
2024
Q2 | $329K | Buy |
1,582
+4
| +0.3% | +$831 | 0.09% | 72 |
|
|
2024
Q1 | $326K | Sell |
1,578
-48
| -3% | -$9.93K | 0.09% | 70 |
|
|
2023
Q4 | $259K | Sell |
1,626
-347
| -18% | -$55.3K | 0.08% | 73 |
|
|
2023
Q3 | $275K | Sell |
1,973
-2,000
| -50% | -$279K | 0.11% | 69 |
|
|
2023
Q2 | $526K | Buy |
3,973
+24
| +0.6% | +$3.18K | 0.23% | 33 |
|
|
2023
Q1 | $565K | Sell |
3,949
-20
| -0.5% | -$2.86K | 0.27% | 25 |
|
|
2022
Q4 | $515K | Buy |
+3,969
| New | +$515K | 0.27% | 29 |
|