Evergreen Private Wealth’s Asbury Automotive ABG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,581
| Closed | -$3.66M | – | 290 |
|
|
2025
Q1 | $3.66M | Sell |
16,581
-43
| -0.3% | -$9.5K | 1.71% | 27 |
|
|
2024
Q4 | $4.04M | Buy |
16,624
+119
| +0.7% | +$28.9K | 1.89% | 24 |
|
|
2024
Q3 | $3.94M | Buy |
16,505
+331
| +2% | +$79K | 1.83% | 25 |
|
|
2024
Q2 | $3.69M | Buy |
16,174
+116
| +0.7% | +$26.4K | 1.82% | 25 |
|
|
2024
Q1 | $3.79M | Sell |
16,058
-6,088
| -27% | -$1.44M | 1.9% | 26 |
|
|
2023
Q4 | $4.98M | Buy |
+22,146
| New | +$4.98M | 2.69% | 14 |
|