Valley Wealth Managers’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.9M | Buy |
100,635
+9,030
| +10% | +$1.86M | 1.28% | 36 |
|
|
2025
Q4 | $20.9M | Buy |
91,605
+1,718
| +2% | +$388K | 1.34% | 30 |
|
|
2025
Q3 | $22.2M | Buy |
89,887
+832
| +0.9% | +$205K | 1.47% | 26 |
|
|
2025
Q2 | $23.8M | Sell |
89,055
-3,632
| -4% | -$996K | 1.71% | 12 |
|
|
2025
Q1 | $26.2M | Sell |
92,687
-5,127
| -5% | -$1.34M | 1.99% | 5 |
|
|
2024
Q4 | $23.4M | Sell |
97,814
-2,941
| -3% | -$740K | 1.75% | 13 |
|
|
2024
Q3 | $25.6M | Sell |
100,755
-12,546
| -11% | -$2.92M | 1.89% | 6 |
|
|
2024
Q2 | $23.5M | Sell |
113,301
-12,253
| -10% | -$2.56M | 1.87% | 9 |
|
|
2024
Q1 | $26M | Sell |
125,554
-11,298
| -8% | -$2.1M | 1.96% | 7 |
|
|
2023
Q4 | $21.8M | Sell |
136,852
-4,445
| -3% | -$696K | 1.7% | 14 |
|
|
2023
Q3 | $19.7M | Sell |
141,297
-3,747
| -3% | -$493K | 1.64% | 16 |
|
|
2023
Q2 | $19.2M | Sell |
145,044
-6,130
| -4% | -$822K | 1.72% | 20 |
|
|
2023
Q1 | $21.6M | Sell |
151,174
-9,996
| -6% | -$1.38M | 1.97% | 9 |
|
|
2022
Q4 | $20.9M | Sell |
161,170
-6,940
| -4% | -$879K | 1.94% | 13 |
|
|
2022
Q3 | $19.5M | Sell |
168,110
-12,709
| -7% | -$1.53M | 1.95% | 12 |
|
|
2022
Q2 | $21M | Sell |
180,819
-6,802
| -4% | -$771K | 1.97% | 11 |
|
|
2022
Q1 | $21.4M | Sell |
187,621
-8,768
| -4% | -$948K | 1.79% | 17 |
|
|
2021
Q4 | $20.2M | Sell |
196,389
-2,610
| -1% | -$249K | 1.62% | 23 |
|
|
2021
Q3 | $18M | Sell |
198,999
-230
| -0.1% | -$21.9K | 1.57% | 28 |
|
|
2021
Q2 | $19.6M | Sell |
199,229
-3,603
| -2% | -$356K | 1.65% | 26 |
|
|
2021
Q1 | $19.4M | Sell |
202,832
-2,975
| -1% | -$270K | 1.74% | 24 |
|
|
2020
Q4 | $20.4M | Sell |
205,807
-10,977
| -5% | -$1.04M | 1.99% | 10 |
|
|
2020
Q3 | $20.5M | Sell |
216,784
-11,670
| -5% | -$1.05M | 2.26% | 6 |
|
|
2020
Q2 | $18.3M | Sell |
228,454
-7,920
| -3% | -$618K | 2.05% | 10 |
|
|
2020
Q1 | $17.5M | Sell |
236,374
-13,215
| -5% | -$1.02M | 2.27% | 9 |
|
|
2019
Q4 | $18.1M | Buy |
249,589
+305
| +0.1% | +$22K | 1.81% | 23 |
|
|
2019
Q3 | $19.3M | Sell |
249,284
-151
| -0.1% | -$11.9K | 2.04% | 13 |
|
|
2019
Q2 | $19.9M | Buy |
249,435
+2,985
| +1% | +$231K | 2.12% | 10 |
|
|
2019
Q1 | $17.8M | Buy |
+246,450
| New | +$16.9M | 1.94% | 19 |
|
Other funds holding PGR
VCM
DAM
