Wealthspire Advisors (New York)’s Penske Automotive Group PAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $380K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3M | Hold |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q2 | $2.42M | Hold |
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|
2021
Q1 | $2.57M | Hold |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $915K | Buy |
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