Wealth Enhancement Advisory Services
PEGA icon

Wealth Enhancement Advisory Services’s Pegasystems PEGA Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.96M Sell
74,668
-424,045
-85% -$19.7M 0.01% 1188
2025
Q4 		$30M Buy
498,713
+307,284
+161% +$18M 0.04% 369
2025
Q3 		$10.5M Buy
191,429
+131,901
+222% +$7.27M 0.02% 641
2025
Q2 		$3.22M Buy
59,528
+26,082
+78% +$1.18M 0.01% 1113
2025
Q1 		$1.16M Buy
33,446
+11,250
+51% +$498K ﹤0.01% 1529
2024
Q4 		$1.03M Buy
22,196
+5,676
+34% +$243K ﹤0.01% 1524
2024
Q3 		$604K Buy
+16,520
New +$544K ﹤0.01% 1692

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