AEPWM
Atlantic Edge Private Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
3,941
-210
| -5% | -$20K | 0.1% | 100 |
|
|
2025
Q1 | $404K | Hold |
4,151
| – | – | 0.12% | 93 |
|
|
2024
Q4 | $432K | Sell |
4,151
-100
| -2% | -$10.4K | 0.13% | 91 |
|
|
2024
Q3 | $419K | Buy |
4,251
+100
| +2% | +$9.87K | 0.13% | 97 |
|
|
2024
Q2 | $427K | Buy |
4,151
+60
| +1% | +$6.18K | 0.14% | 93 |
|
|
2024
Q1 | $507K | Buy |
4,091
+112
| +3% | +$13.9K | 0.17% | 92 |
|
|
2023
Q4 | $389K | Buy |
+3,979
| New | +$389K | 0.16% | 96 |
|