Waldron Private Wealth’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $5.13M | Buy |
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|
2024
Q3 | $5.37M | Buy |
|
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|
2024
Q2 | $4.38M | Sell |
|
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $3.36M | Buy |
|
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|
2023
Q3 | $2.91M | Buy |
|
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|
2023
Q2 | $2.74M | Sell |
|
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|
2023
Q1 | $3.12M | Buy |
|
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|
2022
Q4 | $2.48M | Hold |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.48M | Buy |
|
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|
2022
Q1 | $2.39M | Buy |
|
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $4.21M | Sell |
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|
2020
Q4 | $4.36M | Sell |
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|
2020
Q3 | $4.18M | Buy |
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|
2020
Q2 | $3.51M | Sell |
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|
2020
Q1 | $3.29M | Buy |
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|
2019
Q4 | $3.21M | Buy |
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|
2019
Q3 | $3.41M | Buy |
|