WGAM
Wilkinson Global Asset Management’s Progressive PGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1M | Sell |
150,176
-8,360
| -5% | -$2.23M | 2.52% | 19 |
|
|
2025
Q1 | $44.9M | Buy |
158,536
+960
| +0.6% | +$272K | 2.81% | 17 |
|
|
2024
Q4 | $37.8M | Sell |
157,576
-1,506
| -0.9% | -$361K | 2.32% | 20 |
|
|
2024
Q3 | $40.4M | Sell |
159,082
-3,175
| -2% | -$806K | 2.43% | 19 |
|
|
2024
Q2 | $33.7M | Sell |
162,257
-4,472
| -3% | -$929K | 2.11% | 21 |
|
|
2024
Q1 | $34.5M | Sell |
166,729
-1,103
| -0.7% | -$228K | 2.17% | 21 |
|
|
2023
Q4 | $26.7M | Sell |
167,832
-3,522
| -2% | -$561K | 1.84% | 22 |
|
|
2023
Q3 | $23.9M | Sell |
171,354
-75,782
| -31% | -$10.6M | 1.83% | 22 |
|
|
2023
Q2 | $32.7M | Sell |
247,136
-821
| -0.3% | -$109K | 2.49% | 19 |
|
|
2023
Q1 | $35.5M | Buy |
247,957
+321
| +0.1% | +$45.9K | 2.81% | 16 |
|
|
2022
Q4 | $32.1M | Buy |
247,636
+9,070
| +4% | +$1.18M | 2.67% | 18 |
|
|
2022
Q3 | $27.7M | Buy |
238,566
+605
| +0.3% | +$70.3K | 2.5% | 19 |
|
|
2022
Q2 | $27.7M | Sell |
237,961
-13,810
| -5% | -$1.61M | 2.36% | 18 |
|
|
2022
Q1 | $28.7M | Buy |
251,771
+1,628
| +0.7% | +$186K | 1.85% | 25 |
|
|
2021
Q4 | $25.7M | Sell |
250,143
-1,441
| -0.6% | -$148K | 1.42% | 29 |
|
|
2021
Q3 | $22.7M | Sell |
251,584
-4,442
| -2% | -$402K | 1.38% | 29 |
|
|
2021
Q2 | $25.1M | Sell |
256,026
-2,464
| -1% | -$242K | 1.48% | 30 |
|
|
2021
Q1 | $24.7M | Buy |
+258,490
| New | +$24.7M | 1.56% | 28 |
|