Martel Wealth Advisors’s Progressive PGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$534K	Hold	2,000	–	–	0.1%	43
2025 Q1	$566K	Hold	2,000	–	–	0.11%	40
2024 Q4	$479K	Buy	+2,000	New	+$479K	0.09%	45