Northwestern Mutual Wealth Management’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
2,270
-200
| -8% | -$10.8K | ﹤0.01% | 1933 |
|
|
2025
Q1 | $85.8K | Hold |
2,470
| – | – | ﹤0.01% | 1988 |
|
|
2024
Q4 | $115K | Buy |
2,470
+944
| +62% | +$44K | ﹤0.01% | 1865 |
|
|
2024
Q3 | $55.8K | Buy |
1,526
+50
| +3% | +$1.83K | ﹤0.01% | 2115 |
|
|
2024
Q2 | $44.7K | Sell |
1,476
-12
| -0.8% | -$363 | ﹤0.01% | 2124 |
|
|
2024
Q1 | $48.1K | Sell |
1,488
-8
| -0.5% | -$258 | ﹤0.01% | 2096 |
|
|
2023
Q4 | $36.5K | Buy |
1,496
+22
| +1% | +$537 | ﹤0.01% | 2180 |
|
|
2023
Q3 | $32K | Hold |
1,474
| – | – | ﹤0.01% | 2139 |
|
|
2023
Q2 | $36.4K | Sell |
1,474
-20
| -1% | -$493 | ﹤0.01% | 2105 |
|
|
2023
Q1 | $36.2K | Buy |
1,494
+20
| +1% | +$485 | ﹤0.01% | 2058 |
|
|
2022
Q4 | $25.2K | Sell |
1,474
-370
| -20% | -$6.34K | ﹤0.01% | 2168 |
|
|
2022
Q3 | $30K | Sell |
1,844
-756
| -29% | -$12.3K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $62K | Buy |
2,600
+250
| +11% | +$5.96K | ﹤0.01% | 1839 |
|
|
2022
Q1 | $94K | Buy |
2,350
+692
| +42% | +$27.7K | ﹤0.01% | 1739 |
|
|
2021
Q4 | $93K | Buy |
1,658
+384
| +30% | +$21.5K | ﹤0.01% | 1735 |
|
|
2021
Q3 | $81K | Sell |
1,274
-20
| -2% | -$1.27K | ﹤0.01% | 1720 |
|
|
2021
Q2 | $90K | Buy |
1,294
+20
| +2% | +$1.39K | ﹤0.01% | 1635 |
|
|
2021
Q1 | $73K | Sell |
1,274
-12
| -0.9% | -$688 | ﹤0.01% | 1603 |
|
|
2020
Q4 | $86K | Buy |
1,286
+12
| +0.9% | +$802 | ﹤0.01% | 1453 |
|
|
2020
Q3 | $77K | Hold |
1,274
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q2 | $64K | Hold |
1,274
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q1 | $45K | Hold |
1,274
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q4 | $51K | Hold |
1,274
| – | – | ﹤0.01% | 1458 |
|
|
2019
Q3 | $43K | Buy |
1,274
+2
| +0.2% | +$68 | ﹤0.01% | 1471 |
|
|
2019
Q2 | $45K | Sell |
1,272
-56
| -4% | -$1.98K | ﹤0.01% | 1427 |
|
|
2019
Q1 | $43K | Buy |
1,328
+56
| +4% | +$1.81K | ﹤0.01% | 1421 |
|
|
2018
Q4 | $30K | Hold |
1,272
| – | – | ﹤0.01% | 1450 |
|
|
2018
Q3 | $40K | Hold |
1,272
| – | – | ﹤0.01% | 1403 |
|
|
2018
Q2 | $35K | Buy |
1,272
+1,012
| +389% | +$27.8K | ﹤0.01% | 1385 |
|
|
2018
Q1 | $8K | Hold |
260
| – | – | ﹤0.01% | 1811 |
|
|
2017
Q4 | $6K | Hold |
260
| – | – | ﹤0.01% | 1891 |
|
|
2017
Q3 | $7K | Hold |
260
| – | – | ﹤0.01% | 1748 |
|
|
2017
Q2 | $8K | Buy |
+260
| New | +$8K | ﹤0.01% | 1659 |
|
|
2015
Q4 | – | Sell |
-480
| Closed | -$6K | – | 1776 |
|
|
2015
Q3 | $6K | Buy |
+480
| New | +$6K | ﹤0.01% | 1213 |
|