YHB Investment Advisors’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,485
-8
| -0.5% | -$2.14K | 0.03% | 227 |
|
|
2025
Q1 | $423K | Buy |
1,493
+445
| +42% | +$126K | 0.04% | 218 |
|
|
2024
Q4 | $251K | Sell |
1,048
-10
| -0.9% | -$2.4K | 0.02% | 255 |
|
|
2024
Q3 | $268K | Buy |
1,058
+11
| +1% | +$2.79K | 0.02% | 246 |
|
|
2024
Q2 | $217K | Hold |
1,047
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $217K | Buy |
+1,047
| New | +$217K | 0.02% | 261 |
|