EP Wealth Advisors’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
2,493
+15
| +0.6% | +$2.58K | ﹤0.01% | 846 |
|
|
2025
Q1 | $357K | Buy |
2,478
+70
| +3% | +$10.1K | ﹤0.01% | 833 |
|
|
2024
Q4 | $367K | Hold |
2,408
| – | – | ﹤0.01% | 792 |
|
|
2024
Q3 | $391K | Buy |
2,408
+522
| +28% | +$84.8K | ﹤0.01% | 768 |
|
|
2024
Q2 | $281K | Buy |
1,886
+3
| +0.2% | +$447 | ﹤0.01% | 673 |
|
|
2024
Q1 | $305K | Buy |
1,883
+50
| +3% | +$8.1K | ﹤0.01% | 622 |
|
|
2023
Q4 | $294K | Sell |
1,833
-2
| -0.1% | -$321 | ﹤0.01% | 621 |
|
|
2023
Q3 | $307K | Sell |
1,835
-17,953
| -91% | -$3M | ﹤0.01% | 555 |
|
|
2023
Q2 | $222K | Buy |
+19,788
| New | +$222K | ﹤0.01% | 631 |
|