Cumberland Partners’s Pegasystems PEGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-48,000
Closed -$2.24M 188
2024
Q4
$2.24M Buy
48,000
+8,000
+20% +$373K 0.16% 95
2024
Q3
$1.46M Buy
+40,000
New +$1.46M 0.1% 117