Tradition 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 |
-1,174
| Closed | -$188K | – | 944 |
|
2023
Q4 | $188K | Sell |
1,174
-27
| -2% | -$4.32K | 0.02% | 334 |
|
2023
Q3 | $201K | Sell |
1,201
-75
| -6% | -$12.6K | 0.02% | 309 |
|
2023
Q2 | $213K | Buy |
1,276
+4
| +0.3% | +$668 | 0.02% | 299 |
|
2023
Q1 | $180K | Sell |
1,272
-12
| -0.9% | -$1.7K | 0.02% | 317 |
|
2022
Q4 | $148K | Buy |
1,284
+12
| +0.9% | +$1.38K | 0.02% | 302 |
|
2022
Q3 | $125K | Hold |
1,272
| – | – | 0.02% | 324 |
|
2022
Q2 | $133K | Sell |
1,272
-1,556
| -55% | -$163K | 0.02% | 318 |
|
2022
Q1 | $265K | Hold |
2,828
| – | – | 0.03% | 256 |
|
2021
Q4 | $303K | Hold |
2,828
| – | – | 0.04% | 241 |
|
2021
Q3 | $284K | Hold |
2,828
| – | – | 0.04% | 228 |
|
2021
Q2 | $213K | Hold |
2,828
| – | – | 0.03% | 275 |
|
2021
Q1 | $227K | Hold |
2,828
| – | – | 0.04% | 234 |
|
2020
Q4 | $168K | Buy |
+2,828
| New | +$168K | 0.03% | 247 |
|