Creative Planning’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 | $1.61M | Buy |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $221K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $213K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $318K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Hold |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Sell |
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|
2013
Q2 | $7K | Buy |
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