Willow Creek 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 | $504K | Hold |
1,887
| – | – | 0.05% | 100 |
|
|
2025
Q1 | $534K | Sell |
1,887
-305
| -14% | -$86.3K | 0.05% | 86 |
|
|
2024
Q4 | $525K | Sell |
2,192
-99
| -4% | -$23.7K | 0.05% | 86 |
|
|
2024
Q3 | $581K | Sell |
2,291
-115
| -5% | -$29.2K | 0.06% | 81 |
|
|
2024
Q2 | $500K | Sell |
2,406
-45
| -2% | -$9.35K | 0.06% | 82 |
|
|
2024
Q1 | $507K | Sell |
2,451
-220
| -8% | -$45.5K | 0.06% | 83 |
|
|
2023
Q4 | $425K | Buy |
2,671
+1
| +0% | +$159 | 0.05% | 89 |
|
|
2023
Q3 | $372K | Sell |
2,670
-1
| -0% | -$139 | 0.06% | 91 |
|
|
2023
Q2 | $354K | Buy |
2,671
+8
| +0.3% | +$1.06K | 0.05% | 102 |
|
|
2023
Q1 | $381K | Sell |
2,663
-356
| -12% | -$50.9K | 0.06% | 88 |
|
|
2022
Q4 | $392K | Sell |
3,019
-246
| -8% | -$31.9K | 0.07% | 81 |
|
|
2022
Q3 | $379K | Hold |
3,265
| – | – | 0.07% | 77 |
|
|
2022
Q2 | $380K | Hold |
3,265
| – | – | 0.07% | 80 |
|
|
2022
Q1 | $372K | Hold |
3,265
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $335K | Hold |
3,265
| – | – | 0.07% | 89 |
|
|
2021
Q3 | $295K | Hold |
3,265
| – | – | 0.07% | 93 |
|
|
2021
Q2 | $321K | Hold |
3,265
| – | – | 0.08% | 81 |
|
|
2021
Q1 | $312K | Hold |
3,265
| – | – | 0.11% | 68 |
|
|
2020
Q4 | $323K | Hold |
3,265
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $309K | Hold |
3,265
| – | – | 0.13% | 55 |
|
|
2020
Q2 | $262K | Sell |
3,265
-307
| -9% | -$24.6K | 0.12% | 56 |
|
|
2020
Q1 | $264K | Hold |
3,572
| – | – | 0.13% | 48 |
|
|
2019
Q4 | $259K | Hold |
3,572
| – | – | 0.12% | 65 |
|
|
2019
Q3 | $276K | Hold |
3,572
| – | – | 0.13% | 64 |
|
|
2019
Q2 | $286K | Hold |
3,572
| – | – | 0.14% | 59 |
|
|
2019
Q1 | $258K | Hold |
3,572
| – | – | 0.13% | 57 |
|
|
2018
Q4 | $215K | Hold |
3,572
| – | – | 0.11% | 63 |
|
|
2018
Q3 | $254K | Hold |
3,572
| – | – | 0.14% | 57 |
|
|
2018
Q2 | $211K | Hold |
3,572
| – | – | 0.12% | 64 |
|
|
2018
Q1 | $218K | Buy |
+3,572
| New | +$218K | 0.12% | 65 |
|