Welch & Forbes’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
37,483
-1,509
| -4% | -$403K | 0.12% | 96 |
|
|
2025
Q1 | $11M | Sell |
38,992
-53
| -0.1% | -$15K | 0.14% | 93 |
|
|
2024
Q4 | $9.36M | Sell |
39,045
-252
| -0.6% | -$60.4K | 0.12% | 100 |
|
|
2024
Q3 | $9.97M | Sell |
39,297
-2,950
| -7% | -$749K | 0.13% | 100 |
|
|
2024
Q2 | $8.85M | Sell |
42,247
-10
| -0% | -$2.1K | 0.12% | 98 |
|
|
2024
Q1 | $8.74M | Sell |
42,257
-1,038
| -2% | -$215K | 0.12% | 101 |
|
|
2023
Q4 | $6.9M | Sell |
43,295
-509
| -1% | -$81.1K | 0.1% | 112 |
|
|
2023
Q3 | $6.1M | Buy |
43,804
+19
| +0% | +$2.65K | 0.1% | 111 |
|
|
2023
Q2 | $5.8M | Buy |
43,785
+27
| +0.1% | +$3.57K | 0.09% | 120 |
|
|
2023
Q1 | $6.26M | Buy |
43,758
+4
| +0% | +$572 | 0.11% | 113 |
|
|
2022
Q4 | $5.68M | Hold |
43,754
| – | – | 0.1% | 122 |
|
|
2022
Q3 | $5.09M | Sell |
43,754
-105
| -0.2% | -$12.2K | 0.1% | 125 |
|
|
2022
Q2 | $5.1M | Sell |
43,859
-2,500
| -5% | -$291K | 0.09% | 129 |
|
|
2022
Q1 | $5.28M | Buy |
46,359
+3,337
| +8% | +$380K | 0.08% | 136 |
|
|
2021
Q4 | $4.42M | Hold |
43,022
| – | – | 0.07% | 144 |
|
|
2021
Q3 | $3.89M | Hold |
43,022
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $4.23M | Sell |
43,022
-125
| -0.3% | -$12.3K | 0.07% | 139 |
|
|
2021
Q1 | $4.13M | Sell |
43,147
-200
| -0.5% | -$19.1K | 0.08% | 139 |
|
|
2020
Q4 | $4.29M | Sell |
43,347
-400
| -0.9% | -$39.6K | 0.08% | 137 |
|
|
2020
Q3 | $4.14M | Sell |
43,747
-334
| -0.8% | -$31.6K | 0.09% | 130 |
|
|
2020
Q2 | $3.53M | Sell |
44,081
-1,266
| -3% | -$101K | 0.08% | 135 |
|
|
2020
Q1 | $3.35M | Sell |
45,347
-700
| -2% | -$51.7K | 0.09% | 130 |
|
|
2019
Q4 | $3.33M | Sell |
46,047
-2,000
| -4% | -$145K | 0.07% | 147 |
|
|
2019
Q3 | $3.71M | Sell |
48,047
-200
| -0.4% | -$15.5K | 0.09% | 139 |
|
|
2019
Q2 | $3.86M | Hold |
48,247
| – | – | 0.09% | 136 |
|
|
2019
Q1 | $3.48M | Sell |
48,247
-900
| -2% | -$64.9K | 0.09% | 141 |
|
|
2018
Q4 | $2.97M | Sell |
49,147
-1,625
| -3% | -$98K | 0.08% | 142 |
|
|
2018
Q3 | $3.61M | Sell |
50,772
-2,090
| -4% | -$148K | 0.09% | 145 |
|
|
2018
Q2 | $3.13M | Sell |
52,862
-1,257
| -2% | -$74.3K | 0.08% | 143 |
|
|
2018
Q1 | $3.3M | Buy |
54,119
+322
| +0.6% | +$19.6K | 0.09% | 147 |
|
|
2017
Q4 | $3.03M | Hold |
53,797
| – | – | 0.08% | 141 |
|
|
2017
Q3 | $2.61M | Hold |
53,797
| – | – | 0.07% | 154 |
|
|
2017
Q2 | $2.37M | Sell |
53,797
-1,150
| -2% | -$50.7K | 0.07% | 153 |
|
|
2017
Q1 | $2.15M | Buy |
54,947
+17
| +0% | +$666 | 0.06% | 159 |
|
|
2016
Q4 | $1.95M | Hold |
54,930
| – | – | 0.06% | 164 |
|
|
2016
Q3 | $1.73M | Sell |
54,930
-1,500
| -3% | -$47.2K | 0.06% | 148 |
|
|
2016
Q2 | $1.89M | Sell |
56,430
-1,610
| -3% | -$53.9K | 0.06% | 161 |
|
|
2016
Q1 | $2.04M | Sell |
58,040
-1,000
| -2% | -$35.1K | 0.06% | 159 |
|
|
2015
Q4 | $1.88M | Buy |
59,040
+620
| +1% | +$19.7K | 0.06% | 157 |
|
|
2015
Q3 | $1.79M | Sell |
58,420
-4,700
| -7% | -$144K | 0.06% | 165 |
|
|
2015
Q2 | $1.76M | Hold |
63,120
| – | – | 0.05% | 172 |
|
|
2015
Q1 | $1.72M | Sell |
63,120
-3,582
| -5% | -$97.4K | 0.05% | 176 |
|
|
2014
Q4 | $1.8M | Sell |
66,702
-1,982
| -3% | -$53.5K | 0.05% | 172 |
|
|
2014
Q3 | $1.74M | Buy |
68,684
+464
| +0.7% | +$11.7K | 0.05% | 177 |
|
|
2014
Q2 | $1.73M | Buy |
68,220
+2,118
| +3% | +$53.7K | 0.05% | 168 |
|
|
2014
Q1 | $1.6M | Sell |
66,102
-9,200
| -12% | -$223K | 0.05% | 182 |
|
|
2013
Q4 | $2.05M | Hold |
75,302
| – | – | 0.07% | 154 |
|
|
2013
Q3 | $2.05M | Sell |
75,302
-300
| -0.4% | -$8.17K | 0.07% | 154 |
|
|
2013
Q2 | $1.92M | Buy |
+75,602
| New | +$1.92M | 0.07% | 155 |
|