Moneta Group Investment 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 | $418K | Hold |
2,431
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $350K | Buy |
2,431
+601
| +33% | +$86.5K | ﹤0.01% | 498 |
|
|
2024
Q4 | $279K | Hold |
1,830
| – | – | ﹤0.01% | 546 |
|
|
2024
Q3 | $297K | Hold |
1,830
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $273K | Hold |
1,830
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $296K | Hold |
1,830
| – | – | ﹤0.01% | 491 |
|
|
2023
Q4 | $294K | Hold |
1,830
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $306K | Sell |
1,830
-58
| -3% | -$9.69K | 0.01% | 402 |
|
|
2023
Q2 | $315K | Sell |
1,888
-41
| -2% | -$6.83K | 0.01% | 420 |
|
|
2023
Q1 | $274K | Buy |
1,929
+284
| +17% | +$40.3K | 0.01% | 437 |
|
|
2022
Q4 | $210K | Buy |
+1,645
| New | +$210K | 0.01% | 430 |
|
|
2022
Q3 | – | Sell |
-2,121
| Closed | -$222K | – | 456 |
|
|
2022
Q2 | $222K | Buy |
+2,121
| New | +$222K | 0.01% | 428 |
|
|
2022
Q1 | – | Sell |
-1,931
| Closed | -$207K | – | 478 |
|
|
2021
Q4 | $207K | Buy |
+1,931
| New | +$207K | 0.01% | 453 |
|