AWM
Avior Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-396
| Closed | -$41.2K | – | 1858 |
|
|
2024
Q4 | $41.2K | Sell |
396
-54
| -12% | -$5.62K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $44.4K | Sell |
450
-116
| -20% | -$11.4K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $58.3K | Sell |
566
-301
| -35% | -$31K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $107K | Buy |
867
+782
| +920% | +$96.9K | 0.01% | 935 |
|
|
2023
Q4 | $8.3K | Hold |
85
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q3 | $7.23K | Buy |
85
+44
| +107% | +$3.74K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $3.43K | Sell |
41
-7
| -15% | -$585 | ﹤0.01% | 1276 |
|
|
2023
Q1 | $3.51K | Sell |
48
-3,355
| -99% | -$246K | ﹤0.01% | 1303 |
|
|
2022
Q4 | $337K | Sell |
3,403
-2,300
| -40% | -$228K | 0.03% | 385 |
|
|
2022
Q3 | $477K | Buy |
5,703
+1,103
| +24% | +$92.3K | 0.04% | 279 |
|
|
2022
Q2 | $378K | Sell |
4,600
-1,300
| -22% | -$107K | 0.04% | 309 |
|
|
2022
Q1 | $519K | Hold |
5,900
| – | – | 0.04% | 292 |
|
|
2021
Q4 | $520K | Hold |
5,900
| – | – | 0.04% | 323 |
|
|
2021
Q3 | $465K | Buy |
+5,900
| New | +$465K | 0.04% | 330 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1111 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 937 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 998 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 972 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$2K | – | 846 |
|
|
2019
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 735 |
|
|
2016
Q4 | – | Sell |
-398
| Closed | -$23K | – | 516 |
|
|
2016
Q3 | $23K | Buy |
398
+2
| +0.5% | +$116 | 0.01% | 284 |
|
|
2016
Q2 | $21K | Buy |
396
+1
| +0.3% | +$53 | 0.01% | 280 |
|
|
2016
Q1 | $22K | Buy |
395
+13
| +3% | +$724 | 0.01% | 275 |
|
|
2015
Q4 | $18K | Buy |
382
+2
| +0.5% | +$94 | 0.01% | 258 |
|
|
2015
Q3 | $20K | Buy |
+380
| New | +$20K | 0.01% | 231 |
|