LRPA
L. Roy Papp & Associates’s Pegasystems PEGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
45,578
+23,238
| +104% | +$1.26M | 0.29% | 59 |
|
|
2025
Q1 | $1.55M | Sell |
22,340
-1,060
| -5% | -$73.7K | 0.19% | 76 |
|
|
2024
Q4 | $2.18M | Sell |
23,400
-710
| -3% | -$66.2K | 0.25% | 64 |
|
|
2024
Q3 | $1.76M | Sell |
24,110
-700
| -3% | -$51.2K | 0.21% | 76 |
|
|
2024
Q2 | $1.5M | Sell |
24,810
-345
| -1% | -$20.9K | 0.18% | 79 |
|
|
2024
Q1 | $1.63M | Sell |
25,155
-700
| -3% | -$45.2K | 0.19% | 80 |
|
|
2023
Q4 | $1.26M | Sell |
25,855
-65
| -0.3% | -$3.18K | 0.16% | 81 |
|
|
2023
Q3 | $1.13M | Hold |
25,920
| – | – | 0.15% | 83 |
|
|
2023
Q2 | $1.28M | Hold |
25,920
| – | – | 0.16% | 85 |
|
|
2023
Q1 | $1.26M | Buy |
25,920
+1,000
| +4% | +$48.5K | 0.17% | 85 |
|
|
2022
Q4 | $853K | Sell |
24,920
-990
| -4% | -$33.9K | 0.12% | 102 |
|
|
2022
Q3 | $833K | Hold |
25,910
| – | – | 0.13% | 100 |
|
|
2022
Q2 | $1.24M | Hold |
25,910
| – | – | 0.18% | 88 |
|
|
2022
Q1 | $2.09M | Sell |
25,910
-850
| -3% | -$68.6K | 0.26% | 71 |
|
|
2021
Q4 | $2.99M | Hold |
26,760
| – | – | 0.34% | 60 |
|
|
2021
Q3 | $3.4M | Hold |
26,760
| – | – | 0.43% | 54 |
|
|
2021
Q2 | $3.73M | Hold |
26,760
| – | – | 0.47% | 52 |
|
|
2021
Q1 | $3.06M | Sell |
26,760
-2,920
| -10% | -$334K | 0.44% | 54 |
|
|
2020
Q4 | $3.96M | Sell |
29,680
-335
| -1% | -$44.6K | 0.46% | 49 |
|
|
2020
Q3 | $3.63M | Hold |
30,015
| – | – | 0.47% | 50 |
|
|
2020
Q2 | $3.04M | Hold |
30,015
| – | – | 0.43% | 54 |
|
|
2020
Q1 | $2.14M | Sell |
30,015
-3,360
| -10% | -$239K | 0.39% | 57 |
|
|
2019
Q4 | $2.66M | Sell |
33,375
-2,000
| -6% | -$159K | 0.38% | 60 |
|
|
2019
Q3 | $2.41M | Hold |
35,375
| – | – | 0.38% | 60 |
|
|
2019
Q2 | $2.52M | Hold |
35,375
| – | – | 0.4% | 58 |
|
|
2019
Q1 | $2.3M | Hold |
35,375
| – | – | 0.41% | 54 |
|
|
2018
Q4 | $1.69M | Buy |
35,375
+100
| +0.3% | +$4.78K | 0.35% | 59 |
|
|
2018
Q3 | $2.21M | Buy |
35,275
+1,225
| +4% | +$76.7K | 0.39% | 57 |
|
|
2018
Q2 | $1.87M | Hold |
34,050
| – | – | 0.35% | 59 |
|
|
2018
Q1 | $2.07M | Hold |
34,050
| – | – | 0.4% | 59 |
|
|
2017
Q4 | $1.61M | Sell |
34,050
-2,437
| -7% | -$115K | 0.32% | 61 |
|
|
2017
Q3 | $2.1M | Sell |
36,487
-1,717
| -4% | -$99K | 0.45% | 50 |
|
|
2017
Q2 | $2.23M | Sell |
38,204
-846
| -2% | -$49.4K | 0.48% | 50 |
|
|
2017
Q1 | $1.71M | Hold |
39,050
| – | – | 0.39% | 55 |
|
|
2016
Q4 | $1.41M | Sell |
39,050
-225
| -0.6% | -$8.1K | 0.32% | 65 |
|
|
2016
Q3 | $1.16M | Buy |
39,275
+3,335
| +9% | +$98.3K | 0.27% | 72 |
|
|
2016
Q2 | $969K | Buy |
35,940
+7,610
| +27% | +$205K | 0.23% | 81 |
|
|
2016
Q1 | $719K | Buy |
28,330
+5,000
| +21% | +$127K | 0.17% | 94 |
|
|
2015
Q4 | $642K | Hold |
23,330
| – | – | 0.16% | 95 |
|
|
2015
Q3 | $574K | Buy |
23,330
+3,000
| +15% | +$73.8K | 0.14% | 97 |
|
|
2015
Q2 | $465K | Buy |
+20,330
| New | +$465K | 0.11% | 109 |
|