NewEdge Advisors’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
13,463
+4,943
| +58% | +$268K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $296K | Buy |
8,520
+8,514
| +141,900% | +$296K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $280 | Buy |
+6
| New | +$280 | ﹤0.01% | 3721 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3854 |
|
|
2023
Q3 | – | Sell |
-8,746
| Closed | -$216K | – | 3605 |
|
|
2023
Q2 | $216K | Buy |
+8,746
| New | +$216K | ﹤0.01% | 1603 |
|