Bell Investment Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09K | Buy |
168
+14
| +9% | +$758 | ﹤0.01% | 712 |
|
|
2025
Q1 | $5.35K | Hold |
154
| – | – | ﹤0.01% | 880 |
|
|
2024
Q4 | $7.18K | Hold |
154
| – | – | ﹤0.01% | 747 |
|
|
2024
Q3 | $5.63K | Hold |
154
| – | – | ﹤0.01% | 873 |
|
|
2024
Q2 | $4.66K | Sell |
154
-40
| -21% | -$1.21K | ﹤0.01% | 957 |
|
|
2024
Q1 | $6.27K | Buy |
194
+40
| +26% | +$1.29K | ﹤0.01% | 805 |
|
|
2023
Q4 | $3.76K | Hold |
154
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q3 | $3.34K | Hold |
154
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q2 | $3.8K | Hold |
154
| – | – | ﹤0.01% | 964 |
|
|
2023
Q1 | $3.73K | Sell |
154
-22
| -13% | -$533 | ﹤0.01% | 931 |
|
|
2022
Q4 | $3.01K | Buy |
176
+48
| +38% | +$822 | ﹤0.01% | 1065 |
|
|
2022
Q3 | $2K | Buy |
128
+16
| +14% | +$250 | ﹤0.01% | 1182 |
|
|
2022
Q2 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 997 |
|
|
2021
Q4 | $5K | Buy |
86
+26
| +43% | +$1.51K | ﹤0.01% | 787 |
|
|
2021
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 813 |
|