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Spire Wealth Management’s Pegasystems PEGA Stock Holding History

Spire Wealth Management’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.64K Sell
156
-9
-5% -$418 ﹤0.01% 1752
2025
Q4 		$9.86K Sell
165
-394
-70% -$23.1K ﹤0.01% 1704
2025
Q3 		$32.1K Sell
559
-6
-1% -$331 ﹤0.01% 1373
2025
Q2 		$30.6K Buy
565
+263
+87% +$11.9K ﹤0.01% 1372
2025
Q1 		$10.5K Buy
+302
New +$13.4K ﹤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 		$24.6K Hold
1,000
– – ﹤0.01% 1496
2023
Q1 		$24.2K Buy
1,000
+902
+920% +$19K ﹤0.01% 1545
2022
Q4 		$2K Hold
98
– – ﹤0.01% 2084
2022
Q3 		$2K Sell
98
-1,000
-91% -$20.3K ﹤0.01% 1981
2022
Q2 		$26K Sell
1,098
-1,000
-48% -$29.9K ﹤0.01% 1561
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 +$137K ﹤0.01% 1312

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