AWM
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AE Wealth Management’s Progress Software PRGS Stock Holding History

AE Wealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$398K Sell
6,232
-639
-9% -$40.8K ﹤0.01% 1008
2025
Q1 		$354K Sell
6,871
-1,263
-16% -$65.1K ﹤0.01% 1028
2024
Q4 		$530K Buy
8,134
+4,339
+114% +$283K ﹤0.01% 893
2024
Q3 		$256K Buy
+3,795
New +$256K ﹤0.01% 1086