AE Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
30,662
+3,077
| +11% | +$292K | 0.02% | 456 |
|
|
2025
Q1 | $2.69M | Buy |
27,585
+3,626
| +15% | +$353K | 0.02% | 458 |
|
|
2024
Q4 | $2.49M | Buy |
23,959
+16,008
| +201% | +$1.67M | 0.02% | 481 |
|
|
2024
Q3 | $785K | Buy |
7,951
+4,064
| +105% | +$401K | 0.01% | 760 |
|
|
2024
Q2 | $400K | Buy |
3,887
+980
| +34% | +$101K | ﹤0.01% | 943 |
|
|
2024
Q1 | $360K | Sell |
2,907
-15,371
| -84% | -$1.9M | ﹤0.01% | 904 |
|
|
2023
Q4 | $1.86M | Buy |
18,278
+2,298
| +14% | +$234K | 0.01% | 928 |
|
|
2023
Q3 | $1.36M | Sell |
15,980
-13,092
| -45% | -$1.11M | 0.01% | 974 |
|
|
2023
Q2 | $2.43M | Buy |
29,072
+8,721
| +43% | +$730K | 0.01% | 782 |
|
|
2023
Q1 | $1.49M | Sell |
20,351
-19,788
| -49% | -$1.45M | 0.01% | 897 |
|
|
2022
Q4 | $2.65M | Buy |
40,139
+6,947
| +21% | +$458K | 0.02% | 647 |
|
|
2022
Q3 | $1.85M | Sell |
33,192
-54
| -0.2% | -$3.01K | 0.01% | 725 |
|
|
2022
Q2 | $1.83M | Sell |
33,246
-43,656
| -57% | -$2.4M | 0.01% | 699 |
|
|
2022
Q1 | $4.52M | Buy |
76,902
+57,817
| +303% | +$3.39M | 0.03% | 464 |
|
|
2021
Q4 | $1.12M | Buy |
19,085
+1,380
| +8% | +$81.2K | 0.01% | 893 |
|
|
2021
Q3 | $932K | Buy |
17,705
+1,218
| +7% | +$64.1K | 0.01% | 884 |
|
|
2021
Q2 | $981K | Buy |
16,487
+1,602
| +11% | +$95.3K | 0.01% | 850 |
|
|
2021
Q1 | $922K | Sell |
14,885
-13,557
| -48% | -$840K | 0.01% | 796 |
|
|
2020
Q4 | $1.64M | Sell |
28,442
-6
| -0% | -$345 | 0.02% | 550 |
|
|
2020
Q3 | $1.62M | Buy |
28,448
+1,358
| +5% | +$77.2K | 0.02% | 492 |
|
|
2020
Q2 | $1.35M | Sell |
27,090
-131
| -0.5% | -$6.54K | 0.02% | 521 |
|
|
2020
Q1 | $1.11M | Buy |
27,221
+2,121
| +8% | +$86.4K | 0.03% | 451 |
|
|
2019
Q4 | $1.32M | Sell |
25,100
-636
| -2% | -$33.5K | 0.03% | 466 |
|
|
2019
Q3 | $1.2M | Buy |
25,736
+20
| +0.1% | +$933 | 0.03% | 405 |
|
|
2019
Q2 | $1.23M | Buy |
25,716
+14,836
| +136% | +$709K | 0.04% | 348 |
|
|
2019
Q1 | $494K | Buy |
+10,880
| New | +$494K | 0.03% | 343 |
|