IFP 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 | $251K | Sell |
1,682
-160
| -9% | -$25.3K | 0.01% | 1272 |
|
|
2025
Q4 | $292K | Buy |
1,842
+1
| +0.1% | +$164 | 0.01% | 1184 |
|
|
2025
Q3 | $320K | Buy |
1,841
+58
| +3% | +$10.3K | 0.01% | 1064 |
|
|
2025
Q2 | $306K | Buy |
1,783
+164
| +10% | +$26.3K | 0.01% | 1055 |
|
|
2025
Q1 | $233K | Sell |
1,619
-3
| -0.2% | -$481 | 0.01% | 1102 |
|
|
2024
Q4 | $247K | Sell |
1,622
-145
| -8% | -$23K | 0.01% | 1037 |
|
|
2024
Q3 | $287K | Sell |
1,767
-2
| -0.1% | -$319 | 0.01% | 921 |
|
|
2024
Q2 | $264K | Buy |
1,769
+167
| +10% | +$25.4K | 0.01% | 897 |
|
|
2024
Q1 | $260K | Hold |
1,602
| – | – | 0.01% | 870 |
|
|
2023
Q4 | $257K | Sell |
1,602
-77
| -5% | -$11.8K | 0.01% | 846 |
|
|
2023
Q3 | $280K | Buy |
1,679
+51
| +3% | +$8.53K | 0.01% | 812 |
|
|
2023
Q2 | $271K | Buy |
1,628
+38
| +2% | +$5.51K | 0.01% | 877 |
|
|
2023
Q1 | $77.3K | Sell |
1,590
-716
| -31% | -$95.3K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $130K | Sell |
2,306
-43
| -2% | -$4.9K | ﹤0.01% | 1597 |
|
|
2022
Q3 | $127K | Buy |
2,349
+53
| +2% | +$5.91K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $124K | Hold |
2,296
| – | – | ﹤0.01% | 1550 |
|
|
2022
Q1 | $124K | Buy |
2,296
+708
| +45% | +$71.7K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $170K | Sell |
1,588
-195
| -11% | -$20.4K | ﹤0.01% | 1027 |
|
|
2021
Q3 | $180K | Buy |
1,783
+196
| +12% | +$17.2K | ﹤0.01% | 1006 |
|
|
2021
Q2 | $120K | Hold |
1,587
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $127K | Sell |
1,587
-1,361
| -46% | -$95.2K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $174K | Sell |
2,948
-10
| -0.3% | -$563 | 0.01% | 860 |
|
|
2020
Q3 | $142K | Sell |
2,958
-24
| -0.8% | -$1.11K | 0.01% | 836 |
|
|
2020
Q2 | $114K | Sell |
2,982
-800
| -21% | -$27.9K | 0.01% | 875 |
|
|
2020
Q1 | $109K | Sell |
3,782
-1,340
| -26% | -$58.3K | 0.01% | 789 |
|
|
2019
Q4 | $261K | Sell |
5,122
-1,182
| -19% | -$58.4K | 0.02% | 584 |
|
|
2019
Q3 | $292K | Buy |
+6,304
| New | +$285K | 0.02% | 642 |
|
|
2019
Q1 | $5K | Sell |
118
-18,369
| -99% | -$814K | ﹤0.01% | 1868 |
|
|
2018
Q4 | $739K | Buy |
18,487
+151
| +0.8% | +$6.53K | 0.05% | 425 |
|
|
2018
Q3 | $869K | Buy |
18,336
+188
| +1% | +$9.56K | 0.04% | 472 |
|
|
2018
Q2 | $850K | Buy |
18,148
+625
| +4% | +$29.5K | 0.04% | 466 |
|
|
2018
Q1 | $838K | Hold |
17,523
| – | – | 0.04% | 448 |
|
|
2017
Q4 | $838K | Sell |
17,523
-561
| -3% | -$26.4K | 0.04% | 449 |
|
|
2017
Q3 | $860K | Sell |
18,084
-320
| -2% | -$13.8K | 0.03% | 488 |
|
|
2017
Q2 | $808K | Buy |
18,404
+109
| +0.6% | +$4.8K | 0.03% | 493 |
|
|
2017
Q1 | $856K | Sell |
18,295
-553
| -3% | -$28.3K | 0.04% | 474 |
|
|
2016
Q4 | $977K | Buy |
18,848
+16,002
| +562% | +$780K | 0.05% | 388 |
|
|
2016
Q3 | $137K | Buy |
2,846
+2,114
| +289% | +$87.9K | 0.01% | 1186 |
|
|
2016
Q2 | $23K | Buy |
732
+614
| +520% | +$22.4K | ﹤0.01% | 2264 |
|
|
2016
Q1 | $5K | Buy |
118
+4
| +4% | +$142 | ﹤0.01% | 1867 |
|
|
2015
Q4 | $5K | Buy |
+114
| New | +$5.37K | ﹤0.01% | 2977 |
|
Other funds holding PAG
DAM
VPM
VCM
