Number of Shares
30,891.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
0.65%
Total Estimate Gain
$144,260.97
% of Total Estimate Gain
10.35%

PRIVATE CLIENT SERVICES, LLC's Pegasystems Inc Holding Summary

As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 30,891.00 shares of Pegasystems Inc(PEGA), totaling $1.67 Mil. This investment constitutes 0.65% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.02% of the outstanding Pegasystems Inc(PEGA) stock.

The initial trade took place in 2025Q2. And since then PRIVATE CLIENT SERVICES, LLC has made 1 purchases of PEGA, at an average price of $45.13, for a total of 30,891.00 shares. Based on historical transaction data and PEGA's current price of $49.80, PRIVATE CLIENT SERVICES, LLC's estimated gain on his PEGA holdings is $144,260.97, reflecting a 10.35% gain to date.

PRIVATE CLIENT SERVICES, LLC PEGA ($49.80) Holding Chart

PRIVATE CLIENT SERVICES, LLC PEGA ($49.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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