WPW
Waldron Private Wealth’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
16,621
-227
| -1% | -$60.6K | 0.19% | 58 |
|
|
2025
Q1 | $4.77M | Sell |
16,848
-4,566
| -21% | -$1.29M | 0.23% | 55 |
|
|
2024
Q4 | $5.13M | Buy |
21,414
+270
| +1% | +$64.7K | 0.21% | 62 |
|
|
2024
Q3 | $5.37M | Buy |
21,144
+52
| +0.2% | +$13.2K | 0.22% | 60 |
|
|
2024
Q2 | $4.38M | Sell |
21,092
-11
| -0.1% | -$2.29K | 0.2% | 63 |
|
|
2024
Q1 | $4.36M | Buy |
21,103
+23
| +0.1% | +$4.76K | 0.2% | 63 |
|
|
2023
Q4 | $3.36M | Buy |
21,080
+205
| +1% | +$32.7K | 0.16% | 76 |
|
|
2023
Q3 | $2.91M | Buy |
20,875
+205
| +1% | +$28.6K | 0.15% | 86 |
|
|
2023
Q2 | $2.74M | Sell |
20,670
-1,155
| -5% | -$153K | 0.14% | 85 |
|
|
2023
Q1 | $3.12M | Buy |
21,825
+507
| +2% | +$72.5K | 0.15% | 81 |
|
|
2022
Q4 | $2.48M | Hold |
21,318
| – | – | 0.15% | 90 |
|
|
2022
Q3 | $2.48M | Sell |
21,318
-36
| -0.2% | -$4.18K | 0.15% | 90 |
|
|
2022
Q2 | $2.48M | Buy |
21,354
+403
| +2% | +$46.8K | 0.14% | 94 |
|
|
2022
Q1 | $2.39M | Buy |
20,951
+133
| +0.6% | +$15.2K | 0.12% | 105 |
|
|
2021
Q4 | $2.14M | Sell |
20,818
-357
| -2% | -$36.6K | 0.11% | 110 |
|
|
2021
Q3 | $1.91M | Buy |
21,175
+988
| +5% | +$89.3K | 0.11% | 105 |
|
|
2021
Q2 | $1.98M | Sell |
20,187
-23,855
| -54% | -$2.34M | 0.13% | 99 |
|
|
2021
Q1 | $4.21M | Sell |
44,042
-50
| -0.1% | -$4.78K | 0.29% | 54 |
|
|
2020
Q4 | $4.36M | Sell |
44,092
-68
| -0.2% | -$6.72K | 0.32% | 46 |
|
|
2020
Q3 | $4.18M | Buy |
44,160
+333
| +0.8% | +$31.5K | 0.36% | 44 |
|
|
2020
Q2 | $3.51M | Sell |
43,827
-705
| -2% | -$56.5K | 0.31% | 46 |
|
|
2020
Q1 | $3.29M | Buy |
44,532
+220
| +0.5% | +$16.2K | 0.35% | 49 |
|
|
2019
Q4 | $3.21M | Buy |
44,312
+170
| +0.4% | +$12.3K | 0.29% | 52 |
|
|
2019
Q3 | $3.41M | Buy |
+44,142
| New | +$3.41M | 0.35% | 50 |
|