Upper Left Wealth Management’s Pegasystems PEGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$358K Hold
2025
Q3
$345K Hold
2025
Q2
$325K Hold
2025
Q1
$209K Hold
2024
Q4
$280K Hold
2024
Q3
$213K Buy