Spire 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 | $30.6K | Buy |
565
+263
| +87% | +$14.2K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $10.5K | Buy |
+302
| New | +$10.5K | ﹤0.01% | 1822 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$32.3K | – | 2351 |
|
|
2024
Q1 | $32.3K | Hold |
1,000
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $23.8K | Hold |
1,000
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q3 | $21.7K | Hold |
1,000
| – | – | ﹤0.01% | 1472 |
|
|
2023
Q2 | $24.7K | Hold |
1,000
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q1 | $24.2K | Buy |
1,000
+902
| +920% | +$21.9K | ﹤0.01% | 1545 |
|
|
2022
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 2084 |
|
|
2022
Q3 | $2K | Sell |
98
-1,000
| -91% | -$20.4K | ﹤0.01% | 1980 |
|
|
2022
Q2 | $26K | Sell |
1,098
-1,000
| -48% | -$23.7K | ﹤0.01% | 1560 |
|
|
2022
Q1 | $85K | Hold |
2,098
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q4 | $117K | Hold |
2,098
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q3 | $133K | Hold |
2,098
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q2 | $146K | Hold |
2,098
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q1 | $120K | Buy |
+2,098
| New | +$120K | ﹤0.01% | 1312 |
|