Waverly Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Buy |
30,407
+270
| +0.9% | +$72.1K | 0.09% | 219 |
|
|
2025
Q1 | $8.53M | Buy |
30,137
+24,905
| +476% | +$7.05M | 0.1% | 203 |
|
|
2024
Q4 | $1.25M | Buy |
5,232
+2,663
| +104% | +$638K | 0.02% | 475 |
|
|
2024
Q3 | $652K | Sell |
2,569
-495
| -16% | -$126K | 0.01% | 531 |
|
|
2024
Q2 | $636K | Buy |
+3,064
| New | +$636K | 0.01% | 521 |
|
|
2016
Q1 | – | Sell |
-7,200
| Closed | -$229K | – | 118 |
|
|
2015
Q4 | $229K | Buy |
+7,200
| New | +$229K | 0.1% | 112 |
|
|
2014
Q1 | – | Sell |
-7,200
| Closed | -$196K | – | 804 |
|
|
2013
Q4 | $196K | Hold |
7,200
| – | – | 0.07% | 153 |
|
|
2013
Q3 | $196K | Buy |
+7,200
| New | +$196K | 0.1% | 103 |
|