Van Hulzen Asset Management’s Progress Software PRGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	44,178 +8,943	+25%	+$342K	0.08%	150
2025 Q4	$1.51M	Sell	35,235 -9,261	-21%	-$404K	0.11%	123
2025 Q3	$1.95M	Sell	44,496 -491	-1%	-$22.6K	0.15%	105
2025 Q2	$2.87M	Sell	44,987 -5,781	-11%	-$352K	0.24%	78
2025 Q1	$2.62M	Sell	50,768 -2,587	-5%	-$148K	0.24%	83
2024 Q4	$3.48M	Buy	53,355 +2,834	+6%	+$189K	0.25%	77
2024 Q3	$3.4M	Buy	50,521 +2,317	+5%	+$133K	0.25%	80
2024 Q2	$2.62M	Buy	48,204 +28,640	+146%	+$1.45M	0.18%	91
2024 Q1	$1.04M	Buy	19,564 +2,199	+13%	+$121K	0.07%	165
2023 Q4	$943K	Buy	17,365 +665	+4%	+$35.3K	0.07%	166
2023 Q3	$878K	Buy	16,700 +4,440	+36%	+$260K	0.07%	167
2023 Q2	$712K	Buy	12,260 +1,682	+16%	+$95.6K	0.06%	146
2023 Q1	$608K	Buy	10,578 +1,572	+17%	+$87.6K	0.06%	157
2022 Q4	$454K	Buy	9,006 +356	+4%	+$17.8K	0.05%	185
2022 Q3	$368K	Buy	8,650 +267	+3%	+$12.3K	0.05%	191
2022 Q2	$380K	Buy	8,383 +114	+1%	+$5.42K	0.05%	192
2022 Q1	$389K	Buy	8,269 +1,019	+14%	+$45.9K	0.04%	200
2021 Q4	$350K	Buy	7,250 +1,349	+23%	+$67.2K	0.04%	219
2021 Q3	$290K	Buy	5,901 +21	+0.4%	+$966	0.04%	218
2021 Q2	$272K	Buy	5,880 +67	+1%	+$3.03K	0.04%	213
2021 Q1	$256K	Buy	+5,813	New	+$255K	0.04%	213