FWP
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Falcon Wealth Planning’s Progressive PGR Stock Holding History

Falcon Wealth Planning’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
1,074
-31
-3% -$8.27K 0.03% 141
2025
Q1 		$313K Buy
1,105
+129
+13% +$36.5K 0.03% 135
2024
Q4 		$234K Buy
+976
New +$234K 0.03% 146