Ownership history in Cherry Tree Wealth Management, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, LLC reported a position in PEGASYSTEMS INC (PEGA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 96 | — | 0% | 0.00% | $6K | $57.44 |
| 2025 Q2 | ADDED | 96 | +48 | +100.0% | 0.00% | $5K | $54.04 |
| 2025 Q1 | UNCHANGED | 48 | — | 0% | 0.00% | $3K | $34.69 |
| 2024 Q4 | UNCHANGED | 48 | — | 0% | 0.00% | $4K | $46.49 |
| 2024 Q3 | UNCHANGED | 48 | — | 0% | 0.00% | $4K | $36.44 |
| 2024 Q2 | UNCHANGED | 48 | — | 0% | 0.00% | $3K | $30.17 |
| 2024 Q1 | UNCHANGED | 48 | — | 0% | 0.00% | $3K | $32.22 |
| 2023 Q4 | UNCHANGED | 48 | — | 0% | 0.00% | $2K | $24.34 |
| 2023 Q3 | UNCHANGED | 48 | — | 0% | 0.00% | $2K | $21.61 |
| 2023 Q2 | INITIATED | 48 | — | — | 0.00% | $2K | $24.53 |
As of 2025 Q4 — sorted by position size