Invictus Private Wealth’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 | $241K | Sell |
1,400
-303
| -18% | -$52.1K | 0.02% | 76 |
|
|
2025
Q1 | $245K | Sell |
1,703
-49
| -3% | -$7.06K | 0.02% | 73 |
|
|
2024
Q4 | $267K | Sell |
1,752
-325
| -16% | -$49.5K | 0.02% | 76 |
|
|
2024
Q3 | $337K | Sell |
2,077
-181
| -8% | -$29.4K | 0.03% | 69 |
|
|
2024
Q2 | $336K | Sell |
2,258
-167
| -7% | -$24.9K | 0.03% | 70 |
|
|
2024
Q1 | $393K | Sell |
2,425
-90
| -4% | -$14.6K | 0.03% | 65 |
|
|
2023
Q4 | $404K | Sell |
2,515
-45
| -2% | -$7.22K | 0.04% | 64 |
|
|
2023
Q3 | $428K | Sell |
2,560
-2
| -0.1% | -$334 | 0.05% | 55 |
|
|
2023
Q2 | $427K | Hold |
2,562
| – | – | 0.05% | 59 |
|
|
2023
Q1 | $363K | Sell |
2,562
-55
| -2% | -$7.8K | 0.04% | 60 |
|
|
2022
Q4 | $301K | Buy |
+2,617
| New | +$301K | 0.04% | 73 |
|