EverSource 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 | $151K | Buy |
880
+735
| +507% | +$126K | 0.01% | 992 |
|
|
2025
Q1 | $20.9K | Buy |
145
+27
| +23% | +$3.89K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $18K | Buy |
118
+94
| +392% | +$14.3K | ﹤0.01% | 1688 |
|
|
2024
Q3 | $3.9K | Hold |
24
| – | – | ﹤0.01% | 2330 |
|
|
2024
Q2 | $4.18K | Buy |
24
+9
| +60% | +$1.57K | ﹤0.01% | 2281 |
|
|
2024
Q1 | $2.29K | Sell |
15
-1
| -6% | -$153 | ﹤0.01% | 2332 |
|
|
2023
Q4 | $2.57K | Buy |
16
+5
| +45% | +$803 | ﹤0.01% | 2101 |
|
|
2023
Q3 | $1.84K | Hold |
11
| – | – | ﹤0.01% | 2030 |
|
|
2023
Q2 | $1.83K | Sell |
11
-2
| -15% | -$333 | ﹤0.01% | 2050 |
|
|
2023
Q1 | $1.84K | Buy |
13
+4
| +44% | +$567 | ﹤0.01% | 1955 |
|
|
2022
Q4 | $1.03K | Sell |
9
-196
| -96% | -$22.5K | ﹤0.01% | 2079 |
|
|
2022
Q3 | $20K | Buy |
+205
| New | +$20K | ﹤0.01% | 909 |
|