EWA
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EP Wealth Advisors’s Progress Software PRGS Stock Holding History

EP Wealth Advisors’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 		$420K Sell
6,583
-129
-2% -$8.24K ﹤0.01% 852
2025
Q1 		$346K Buy
6,712
+125
+2% +$6.44K ﹤0.01% 850
2024
Q4 		$429K Buy
6,587
+564
+9% +$36.7K ﹤0.01% 743
2024
Q3 		$406K Buy
+6,023
New +$406K ﹤0.01% 753