Wealth Enhancement Advisory Services’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 | $51.5M | Sell |
268,090
-165,222
| -38% | -$34.1M | 0.11% | 181 |
|
|
2025
Q4 | $92M | Buy |
433,312
+94,314
| +28% | +$21.3M | 0.12% | 145 |
|
|
2025
Q3 | $82.7M | Buy |
338,998
+64,880
| +24% | +$16M | 0.13% | 157 |
|
|
2025
Q2 | $71.7M | Buy |
274,118
+96,741
| +55% | +$26.5M | 0.12% | 170 |
|
|
2025
Q1 | $50.2M | Buy |
177,377
+1,524
| +0.9% | +$399K | 0.1% | 204 |
|
|
2024
Q4 | $42.1M | Buy |
175,853
+46,915
| +36% | +$11.8M | 0.08% | 231 |
|
|
2024
Q3 | $32.7M | Buy |
128,938
+52,229
| +68% | +$12.1M | 0.07% | 265 |
|
|
2024
Q2 | $15.9M | Buy |
76,709
+11,327
| +17% | +$2.37M | 0.04% | 375 |
|
|
2024
Q1 | $13.5M | Buy |
65,382
+32,115
| +97% | +$5.96M | 0.04% | 395 |
|
|
2023
Q4 | $5.3M | Sell |
33,267
-33,345
| -50% | -$5.22M | 0.02% | 593 |
|
|
2023
Q3 | $9.28M | Buy |
66,612
+23,748
| +55% | +$3.12M | 0.03% | 430 |
|
|
2023
Q2 | $5.67M | Sell |
42,864
-440
| -1% | -$59K | 0.06% | 121 |
|
|
2023
Q1 | $6.2M | Buy |
+43,304
| New | +$5.97M | 0.07% | 120 |
|
|
2021
Q3 | – | Sell |
-74,363
| Closed | -$7.06M | – | 329 |
|
|
2021
Q2 | $7.06M | Buy |
74,363
+62,813
| +544% | +$6.21M | 0.11% | 82 |
|
|
2021
Q1 | $1.1M | Sell |
11,550
-3
| -0% | -$273 | 0.02% | 185 |
|
|
2020
Q4 | $1.09M | Buy |
+11,553
| New | +$1.09M | 0.02% | 150 |
|
|
2020
Q3 | – | Sell |
-18,444
| Closed | -$1.66M | – | 236 |
|
|
2020
Q2 | $1.66M | Buy |
+18,444
| New | +$1.44M | 0.05% | 131 |
|
|
2019
Q2 | – | Sell |
-29,182
| Closed | -$2.21M | – | 236 |
|
|
2019
Q1 | $2.21M | Buy |
+29,182
| New | +$2M | 0.12% | 74 |
|
|
2018
Q3 | – | Sell |
-31,081
| Closed | -$1.86M | – | 191 |
|
|
2018
Q2 | $1.86M | Buy |
+31,081
| New | +$1.9M | 0.11% | 73 |
|
|
2018
Q1 | – | Sell |
-46,227
| Closed | -$2.59M | – | 172 |
|
|
2017
Q4 | $2.59M | Buy |
+46,227
| New | +$2.39M | 0.18% | 60 |
|
|
2017
Q3 | – | Sell |
-87,022
| Closed | -$3.92M | – | 176 |
|
|
2017
Q2 | $3.92M | Buy |
87,022
+43,321
| +99% | +$1.8M | 0.36% | 43 |
|
|
2017
Q1 | $1.71M | Buy |
+43,701
| New | +$1.67M | 0.18% | 64 |
|
Other funds holding PGR
VCM
DAM
