MorganRosel Wealth Management’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
Q1 | – | Sell |
-6,486
| Closed | -$1.04M | – | 111 |
|
|
2023
Q4 | $1.04M | Sell |
6,486
-169
| -3% | -$27.1K | 0.4% | 42 |
|
|
2023
Q3 | $1.11M | Sell |
6,655
-29
| -0.4% | -$4.85K | 0.46% | 32 |
|
|
2023
Q2 | $1.11M | Sell |
6,684
-187
| -3% | -$31.2K | 0.45% | 31 |
|
|
2023
Q1 | $974K | Sell |
6,871
-486
| -7% | -$68.9K | 0.42% | 44 |
|
|
2022
Q4 | $846K | Sell |
7,357
-1,802
| -20% | -$207K | 0.39% | 54 |
|
|
2022
Q3 | $902K | Buy |
9,159
+535
| +6% | +$52.7K | 0.45% | 42 |
|
|
2022
Q2 | $903K | Sell |
8,624
-1,787
| -17% | -$187K | 0.48% | 37 |
|
|
2022
Q1 | $976K | Buy |
10,411
+2,340
| +29% | +$219K | 0.47% | 36 |
|
|
2021
Q4 | $865K | Buy |
+8,071
| New | +$865K | 0.42% | 51 |
|