VHAM
Van Hulzen Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-517
| Closed | -$124K | – | 875 |
|
|
2024
Q4 | $124K | Buy |
+517
| New | +$124K | 0.01% | 367 |
|
|
2024
Q2 | – | Sell |
-17,088
| Closed | -$3.53M | – | 327 |
|
|
2024
Q1 | $3.53M | Sell |
17,088
-64,000
| -79% | -$13.2M | 0.23% | 79 |
|
|
2023
Q4 | $12.9M | Sell |
81,088
-25,600
| -24% | -$4.08M | 0.91% | 34 |
|
|
2023
Q3 | $14.9M | Buy |
106,688
+26,988
| +34% | +$3.76M | 1.14% | 27 |
|
|
2023
Q2 | $10.6M | Buy |
79,700
+4,413
| +6% | +$584K | 0.9% | 38 |
|
|
2023
Q1 | $10.8M | Buy |
+75,287
| New | +$10.8M | 1.01% | 31 |
|
|
2021
Q1 | – | Sell |
-2,194
| Closed | -$217K | – | 303 |
|
|
2020
Q4 | $217K | Sell |
2,194
-1
| -0% | -$99 | 0.03% | 264 |
|
|
2020
Q3 | $208K | Buy |
+2,195
| New | +$208K | 0.03% | 240 |
|