Wealthspire Advisors (New York)’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 | $492K | Buy |
2,862
+85
| +3% | +$14.6K | ﹤0.01% | 542 |
|
|
2025
Q1 | $400K | Buy |
2,777
+39
| +1% | +$5.62K | ﹤0.01% | 572 |
|
|
2024
Q4 | $417K | Buy |
2,738
+63
| +2% | +$9.6K | ﹤0.01% | 564 |
|
|
2024
Q3 | $434K | Buy |
2,675
+1,033
| +63% | +$168K | ﹤0.01% | 526 |
|
|
2024
Q2 | $245K | Sell |
1,642
-587
| -26% | -$87.5K | ﹤0.01% | 579 |
|
|
2024
Q1 | $361K | Sell |
2,229
-48
| -2% | -$7.78K | ﹤0.01% | 492 |
|
|
2023
Q4 | $365K | Hold |
2,277
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $380K | Buy |
+2,277
| New | +$380K | 0.01% | 438 |
|
|
2022
Q2 | – | Sell |
-32,000
| Closed | -$3M | – | 516 |
|
|
2022
Q1 | $3M | Hold |
32,000
| – | – | 0.07% | 100 |
|
|
2021
Q4 | $3.43M | Sell |
32,000
-56
| -0.2% | -$6K | 0.08% | 100 |
|
|
2021
Q3 | $3.23M | Buy |
32,056
+56
| +0.2% | +$5.63K | 0.07% | 118 |
|
|
2021
Q2 | $2.42M | Hold |
32,000
| – | – | 0.06% | 100 |
|
|
2021
Q1 | $2.57M | Hold |
32,000
| – | – | 0.06% | 145 |
|
|
2020
Q4 | $1.9M | Buy |
+32,000
| New | +$1.9M | 0.06% | 143 |
|
|
2020
Q2 | – | Sell |
-32,664
| Closed | -$915K | – | 453 |
|
|
2020
Q1 | $915K | Buy |
+32,664
| New | +$915K | 0.04% | 210 |
|