Monterey 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 Q1	$352K	Buy	1,242 +1	+0.1%	+$283	0.1%	86
2024 Q4	$297K	Hold	1,241	–	–	0.1%	96
2024 Q3	$315K	Hold	1,241	–	–	0.11%	91
2024 Q2	$258K	Buy	1,241 +44	+4%	+$9.14K	0.1%	99
2024 Q1	$248K	Buy	+1,197	New	+$248K	0.1%	92