Williams Jones Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6M | Sell |
174,544
-10,831
| -6% | -$2.89M | 0.56% | 44 |
|
|
2025
Q1 | $52.5M | Sell |
185,375
-1,362
| -0.7% | -$385K | 0.67% | 44 |
|
|
2024
Q4 | $44.7M | Sell |
186,737
-3,062
| -2% | -$734K | 0.54% | 43 |
|
|
2024
Q3 | $48.2M | Sell |
189,799
-649
| -0.3% | -$165K | 0.56% | 42 |
|
|
2024
Q2 | $39.6M | Buy |
190,448
+1,218
| +0.6% | +$253K | 0.49% | 43 |
|
|
2024
Q1 | $39.1M | Sell |
189,230
-446
| -0.2% | -$92.2K | 0.5% | 45 |
|
|
2023
Q4 | $30.2M | Sell |
189,676
-924
| -0.5% | -$147K | 0.42% | 51 |
|
|
2023
Q3 | $26.6M | Sell |
190,600
-146
| -0.1% | -$20.3K | 0.41% | 51 |
|
|
2023
Q2 | $25.2M | Buy |
190,746
+2,258
| +1% | +$299K | 0.38% | 56 |
|
|
2023
Q1 | $27M | Sell |
188,488
-2,838
| -1% | -$406K | 0.42% | 49 |
|
|
2022
Q4 | $24.8M | Sell |
191,326
-1,328
| -0.7% | -$172K | 0.42% | 54 |
|
|
2022
Q3 | $22.4M | Sell |
192,654
-6,292
| -3% | -$731K | 0.39% | 56 |
|
|
2022
Q2 | $23.1M | Sell |
198,946
-1,400
| -0.7% | -$163K | 0.37% | 55 |
|
|
2022
Q1 | $22.8M | Sell |
200,346
-2,689
| -1% | -$307K | 0.32% | 62 |
|
|
2021
Q4 | $20.8M | Sell |
203,035
-4,982
| -2% | -$511K | 0.26% | 71 |
|
|
2021
Q3 | $18.8M | Buy |
208,017
+3,774
| +2% | +$341K | 0.26% | 73 |
|
|
2021
Q2 | $20.1M | Buy |
204,243
+11,440
| +6% | +$1.12M | 0.28% | 68 |
|
|
2021
Q1 | $18.4M | Buy |
192,803
+5,145
| +3% | +$492K | 0.29% | 66 |
|
|
2020
Q4 | $18.6M | Buy |
187,658
+64,407
| +52% | +$6.37M | 0.3% | 64 |
|
|
2020
Q3 | $11.7M | Buy |
123,251
+2,601
| +2% | +$246K | 0.22% | 76 |
|
|
2020
Q2 | $9.67M | Buy |
120,650
+6,710
| +6% | +$538K | 0.2% | 80 |
|
|
2020
Q1 | $8.41M | Buy |
+113,940
| New | +$8.41M | 0.22% | 74 |
|