Genesis Private Wealth’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$341K	Sell	1,279 -63	-5%	-$16.8K	0.16%	76
2025 Q1	$380K	Buy	1,342 +36	+3%	+$10.2K	0.2%	63
2024 Q4	$313K	Buy	+1,306	New	+$313K	0.17%	73