JFS 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 | $11.5K | Hold |
67
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $9.65K | Hold |
67
| – | – | ﹤0.01% | 888 |
|
|
2024
Q4 | $10.2K | Hold |
67
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $10.9K | Hold |
67
| – | – | ﹤0.01% | 825 |
|
|
2024
Q2 | $9.99K | Hold |
67
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $10.9K | Sell |
67
-8
| -11% | -$1.3K | ﹤0.01% | 789 |
|
|
2023
Q4 | $12K | Hold |
75
| – | – | ﹤0.01% | 717 |
|
|
2023
Q3 | $12.5K | Hold |
75
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $12.5K | Sell |
75
-2
| -3% | -$333 | ﹤0.01% | 663 |
|
|
2023
Q1 | $10.9K | Sell |
77
-1
| -1% | -$142 | ﹤0.01% | 688 |
|
|
2022
Q4 | $8.97K | Sell |
78
-4
| -5% | -$460 | ﹤0.01% | 755 |
|
|
2022
Q3 | $8K | Sell |
82
-20
| -20% | -$1.95K | ﹤0.01% | 819 |
|
|
2022
Q2 | $11K | Buy |
102
+45
| +79% | +$4.85K | ﹤0.01% | 742 |
|
|
2022
Q1 | $5K | Buy |
57
+31
| +119% | +$2.72K | ﹤0.01% | 1055 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 973 |
|