TrueWealth Advisors’s Progressive PGR Stock Holding History

TrueWealth Advisors’s Portfolio PGR Stock Details PGR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$885K	Buy
2025 Q2	$678K	Buy
2025 Q1	$628K	Buy
2024 Q4	$208K	Sell
2024 Q3	$221K	Buy
2024 Q2	–	Sell
2024 Q1	$309K	Sell
2023 Q4	$415K	Buy
2023 Q3	$270K	Buy