BCWM
Bartlett & Co Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
10,551
+4
| +0% | +$380 | 0.01% | 255 |
|
|
2025
Q1 | $1.03M | Sell |
10,547
-18
| -0.2% | -$1.75K | 0.02% | 249 |
|
|
2024
Q4 | $1.13M | Hold |
10,565
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $1.04M | Hold |
10,565
| – | – | 0.02% | 250 |
|
|
2024
Q2 | $1.09M | Sell |
10,565
-77
| -0.7% | -$7.93K | 0.02% | 245 |
|
|
2024
Q1 | $1.32M | Buy |
10,642
+17
| +0.2% | +$2.11K | 0.02% | 237 |
|
|
2023
Q4 | $1.07M | Hold |
10,625
| – | – | 0.02% | 267 |
|
|
2023
Q3 | $903K | Sell |
10,625
-275
| -3% | -$23.4K | 0.02% | 272 |
|
|
2023
Q2 | $912K | Hold |
10,900
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $798K | Buy |
10,900
+3,300
| +43% | +$242K | 0.02% | 244 |
|
|
2022
Q4 | $773K | Sell |
7,600
-775
| -9% | -$78.9K | 0.02% | 245 |
|
|
2022
Q3 | $701K | Hold |
8,375
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $690K | Buy |
8,375
+25
| +0.3% | +$2.06K | 0.01% | 246 |
|
|
2022
Q1 | $735K | Hold |
8,350
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $749K | Sell |
8,350
-21
| -0.3% | -$1.89K | 0.01% | 253 |
|
|
2021
Q3 | $661K | Buy |
8,371
+7
| +0.1% | +$552 | 0.01% | 231 |
|
|
2021
Q2 | $746K | Hold |
8,364
| – | – | 0.01% | 227 |
|
|
2021
Q1 | $777K | Hold |
8,364
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $728K | Sell |
8,364
-486
| -5% | -$42.3K | 0.02% | 224 |
|
|
2020
Q3 | $755K | Hold |
8,850
| – | – | 0.02% | 213 |
|
|
2020
Q2 | $662K | Sell |
8,850
-50
| -0.6% | -$3.74K | 0.02% | 217 |
|
|
2020
Q1 | $544K | Sell |
8,900
-100
| -1% | -$6.11K | 0.02% | 221 |
|
|
2019
Q4 | $733K | Sell |
9,000
-100
| -1% | -$8.14K | 0.02% | 228 |
|
|
2019
Q3 | $637K | Sell |
9,100
-922
| -9% | -$64.5K | 0.02% | 237 |
|
|
2019
Q2 | $718K | Sell |
10,022
-378
| -4% | -$27.1K | 0.03% | 186 |
|
|
2019
Q1 | $709K | Hold |
10,400
| – | – | 0.03% | 186 |
|
|
2018
Q4 | $594K | Buy |
10,400
+300
| +3% | +$17.1K | 0.03% | 188 |
|
|
2018
Q3 | $689K | Buy |
10,100
+200
| +2% | +$13.6K | 0.03% | 185 |
|
|
2018
Q2 | $613K | Hold |
9,900
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $655K | Buy |
+9,900
| New | +$655K | 0.03% | 181 |
|