Waverly Advisors’s Progressive PGR Stock Holding History

Waverly 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	$7.38M	Sell
2025 Q2	$8.11M	Buy
2025 Q1	$8.53M	Buy
2024 Q4	$1.25M	Buy
2024 Q3	$652K	Sell
2024 Q2	$636K	Buy
2016 Q1	–	Sell
2015 Q4	$229K	Buy
2014 Q1	–	Sell
2013 Q4	$196K	Hold
2013 Q3	$196K	Buy