Carson Wealth (CWM LLC)’s Pegasystems PEGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
132,441
+38,527
| +41% | +$2.09M | 0.03% | 489 |
|
|
2025
Q1 | $3.26M | Buy |
93,914
+23,314
| +33% | +$810K | 0.01% | 652 |
|
|
2024
Q4 | $3.29M | Buy |
70,600
+7,988
| +13% | +$372K | 0.01% | 587 |
|
|
2024
Q3 | $2.29M | Buy |
62,612
+20,206
| +48% | +$738K | 0.01% | 656 |
|
|
2024
Q2 | $1.28M | Buy |
42,406
+28,592
| +207% | +$865K | 0.01% | 784 |
|
|
2024
Q1 | $446K | Buy |
13,814
+11,332
| +457% | +$366K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $61K | Buy |
2,482
+162
| +7% | +$3.98K | ﹤0.01% | 2052 |
|
|
2023
Q3 | $50K | Buy |
2,320
+1,032
| +80% | +$22.2K | ﹤0.01% | 2061 |
|
|
2023
Q2 | $32K | Hold |
1,288
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q1 | $31K | Sell |
1,288
-176
| -12% | -$4.24K | ﹤0.01% | 2207 |
|
|
2022
Q4 | $25K | Buy |
1,464
+456
| +45% | +$7.79K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $16K | Buy |
1,008
+406
| +67% | +$6.44K | ﹤0.01% | 2385 |
|
|
2022
Q2 | $14K | Buy |
602
+62
| +11% | +$1.44K | ﹤0.01% | 2377 |
|
|
2022
Q1 | $22K | Buy |
540
+480
| +800% | +$19.6K | ﹤0.01% | 2020 |
|
|
2021
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 3001 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$5K | – | 359 |
|
|
2013
Q4 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 476 |
|