Measured Wealth Private Client Group’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,739
| Closed | -$606K | – | 204 |
|
|
2024
Q1 | $606K | Sell |
3,739
-1,836
| -33% | -$297K | 0.21% | 80 |
|
|
2023
Q4 | $895K | Buy |
5,575
+99
| +2% | +$15.9K | 0.33% | 40 |
|
|
2023
Q3 | $915K | Buy |
5,476
+42
| +0.8% | +$7.02K | 0.37% | 40 |
|
|
2023
Q2 | $905K | Buy |
5,434
+11
| +0.2% | +$1.83K | 0.34% | 38 |
|
|
2023
Q1 | $769K | Buy |
5,423
+488
| +10% | +$69.2K | 0.3% | 48 |
|
|
2022
Q4 | $567K | Buy |
4,935
+8
| +0.2% | +$919 | 0.23% | 60 |
|
|
2022
Q3 | $485K | Sell |
4,927
-286
| -5% | -$28.2K | 0.21% | 65 |
|
|
2022
Q2 | $546K | Buy |
5,213
+609
| +13% | +$63.8K | 0.24% | 59 |
|
|
2022
Q1 | $431K | Buy |
+4,604
| New | +$431K | 0.16% | 81 |
|