Number of Shares
20,091.00
Current Holdings Value*
$5.70 Mil
% of Portfolio
2.01%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
51.60%

Accretive Wealth Partners, LLC's Progressive Corp Holding Summary

As of 2025-03-31, Accretive Wealth Partners, LLC held 20,091.00 shares of Progressive Corp(PGR), totaling $5.70 Mil. This investment constitutes 2.01% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0% of the outstanding Progressive Corp(PGR) stock.

The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 8 purchases of PGR, at an average price of $159.03, for a total of 22,115.00 shares. In addition, there have been 9 sales at an average price of $188.22 for 2,024.00 shares. Based on historical transaction data and PGR's current price of $246.41, Accretive Wealth Partners, LLC's estimated gain on his PGR holdings is $1.81 Mil, reflecting a 51.60% gain to date.

Accretive Wealth Partners, LLC PGR ($246.41) Holding Chart

Accretive Wealth Partners, LLC PGR ($246.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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