WMS Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $293K | Buy |
|
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $212K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $264K | Buy |
|
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $233K | Buy |
|