Carson Wealth (CWM LLC)’s Progress Software PRGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
513
+77
| +18% | +$4.95K | ﹤0.01% | 3590 |
|
|
2025
Q1 | $22K | Buy |
436
+72
| +20% | +$3.63K | ﹤0.01% | 3608 |
|
|
2024
Q4 | $24K | Buy |
364
+35
| +11% | +$2.31K | ﹤0.01% | 3325 |
|
|
2024
Q3 | $22K | Buy |
329
+71
| +28% | +$4.75K | ﹤0.01% | 3301 |
|
|
2024
Q2 | $14K | Buy |
258
+224
| +659% | +$12.2K | ﹤0.01% | 3349 |
|
|
2024
Q1 | $2K | Sell |
34
-35
| -51% | -$2.06K | ﹤0.01% | 4023 |
|
|
2023
Q4 | $4K | Sell |
69
-82
| -54% | -$4.75K | ﹤0.01% | 3618 |
|
|
2023
Q3 | $8K | Hold |
151
| – | – | ﹤0.01% | 3258 |
|
|
2023
Q2 | $9K | Buy |
151
+1
| +0.7% | +$60 | ﹤0.01% | 3151 |
|
|
2023
Q1 | $9K | Sell |
150
-8
| -5% | -$480 | ﹤0.01% | 3028 |
|
|
2022
Q4 | $8K | Sell |
158
-149
| -49% | -$7.54K | ﹤0.01% | 2948 |
|
|
2022
Q3 | $13K | Buy |
307
+150
| +96% | +$6.35K | ﹤0.01% | 2522 |
|
|
2022
Q2 | $7K | Sell |
157
-27
| -15% | -$1.2K | ﹤0.01% | 2815 |
|
|
2022
Q1 | $9K | Buy |
184
+116
| +171% | +$5.67K | ﹤0.01% | 2554 |
|
|
2021
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 3006 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$2K | – | 3169 |
|
|
2018
Q4 | $2K | Buy |
64
+1
| +2% | +$31 | ﹤0.01% | 1777 |
|
|
2018
Q3 | $2K | Buy |
63
+11
| +21% | +$349 | ﹤0.01% | 1549 |
|
|
2018
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1408 |
|