EverSource Wealth Advisors’s Pegasystems PEGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
4,570
+3,750
| +457% | +$203K | 0.01% | 771 |
|
|
2025
Q1 | $28.5K | Buy |
820
+174
| +27% | +$6.05K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $30.1K | Buy |
646
+298
| +86% | +$13.9K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $12.7K | Buy |
348
+16
| +5% | +$585 | ﹤0.01% | 1736 |
|
|
2024
Q2 | $11.6K | Buy |
332
+14
| +4% | +$488 | ﹤0.01% | 1773 |
|
|
2024
Q1 | $9.45K | Sell |
318
-16
| -5% | -$475 | ﹤0.01% | 1720 |
|
|
2023
Q4 | $8.16K | Buy |
334
+50
| +18% | +$1.22K | ﹤0.01% | 1654 |
|
|
2023
Q3 | $6.16K | Hold |
284
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $7K | Hold |
284
| – | – | ﹤0.01% | 1593 |
|
|
2023
Q1 | $6.88K | Hold |
284
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q4 | $4.86K | Buy |
284
+22
| +8% | +$377 | ﹤0.01% | 1617 |
|
|
2022
Q3 | $4K | Buy |
+262
| New | +$4K | ﹤0.01% | 1462 |
|
|
2022
Q2 | – | Sell |
-244
| Closed | -$10K | – | 1849 |
|
|
2022
Q1 | $10K | Hold |
244
| – | – | ﹤0.01% | 979 |
|
|
2021
Q4 | $14K | Buy |
+244
| New | +$14K | ﹤0.01% | 828 |
|