Williams Jones Wealth Management’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.6M | Sell |
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|
2025
Q2 | $46.6M | Sell |
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|
2025
Q1 | $52.5M | Sell |
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|
2024
Q4 | $44.7M | Sell |
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|
2024
Q3 | $48.2M | Sell |
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|
2024
Q2 | $39.6M | Buy |
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|
2024
Q1 | $39.1M | Sell |
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|
2023
Q4 | $30.2M | Sell |
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|
2023
Q3 | $26.6M | Sell |
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|
2023
Q2 | $25.2M | Buy |
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|
2023
Q1 | $27M | Sell |
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|
2022
Q4 | $24.8M | Sell |
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|
2022
Q3 | $22.4M | Sell |
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|
2022
Q2 | $23.1M | Sell |
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|
2022
Q1 | $22.8M | Sell |
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|
2021
Q4 | $20.8M | Sell |
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|
2021
Q3 | $18.8M | Buy |
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|
2021
Q2 | $20.1M | Buy |
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|
2021
Q1 | $18.4M | Buy |
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|
2020
Q4 | $18.6M | Buy |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $9.66M | Buy |
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|
2020
Q1 | $8.41M | Buy |
|