Carson Wealth (CWM LLC)’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.82M | Buy |
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|
2025
Q2 | $7.17M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $2.29M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $50K | Buy |
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|
2023
Q2 | $32K | Hold |
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|
2023
Q1 | $31K | Sell |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
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