Venturi 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
Q1 | – | Sell |
-830
| Closed | -$38.7K | – | 1465 |
|
|
2024
Q4 | $38.7K | Sell |
830
-482
| -37% | -$22.5K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $47.9K | Buy |
1,312
+432
| +49% | +$15.8K | ﹤0.01% | 775 |
|
|
2024
Q2 | $26.6K | Buy |
880
+844
| +2,344% | +$25.5K | ﹤0.01% | 855 |
|
|
2024
Q1 | $1.16K | Buy |
+36
| New | +$1.16K | ﹤0.01% | 1327 |
|
|
2021
Q2 | – | Sell |
-4,132
| Closed | -$236K | – | 334 |
|
|
2021
Q1 | $236K | Buy |
4,132
+202
| +5% | +$11.5K | 0.02% | 279 |
|
|
2020
Q4 | $262K | Sell |
3,930
-1,040
| -21% | -$69.3K | 0.03% | 266 |
|
|
2020
Q3 | $301K | Buy |
+4,970
| New | +$301K | 0.03% | 234 |
|