EverSource Wealth Advisors’s Penske Automotive Group PAG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.4K	Sell	317 -489	-61%	-$77.4K	﹤0.01%	1927
2025 Q4	$128K	Sell	806 -134	-14%	-$22K	﹤0.01%	1185
2025 Q3	$163K	Buy	940 +60	+7%	+$10.7K	0.01%	1007
2025 Q2	$151K	Buy	880 +735	+507%	+$118K	0.01%	994
2025 Q1	$20.9K	Buy	145 +27	+23%	+$4.33K	﹤0.01%	1667
2024 Q4	$18K	Buy	118 +94	+392%	+$14.9K	﹤0.01%	1688
2024 Q3	$3.9K	Hold	24	–	–	﹤0.01%	2330
2024 Q2	$4.18K	Buy	24 +9	+60%	+$1.37K	﹤0.01%	2281
2024 Q1	$2.29K	Sell	15 -1	-6%	-$153	﹤0.01%	2332
2023 Q4	$2.57K	Buy	16 +5	+45%	+$766	﹤0.01%	2101
2023 Q3	$1.84K	Hold	11	–	–	﹤0.01%	2030
2023 Q2	$1.83K	Sell	11 -2	-15%	-$290	﹤0.01%	2051
2023 Q1	$1.84K	Buy	13 +4	+44%	+$532	﹤0.01%	1956
2022 Q4	$1.03K	Sell	9 -196	-96%	-$22.4K	﹤0.01%	2079
2022 Q3	$20K	Buy	+205	New	+$22.9K	﹤0.01%	909