Belpointe Asset Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,615
| Closed | -$448K | – | 912 |
|
2024
Q1 | $448K | Buy |
3,615
+99
| +3% | +$12.3K | 0.03% | 460 |
|
2023
Q4 | $343K | Sell |
3,516
-474
| -12% | -$46.3K | 0.03% | 481 |
|
2023
Q3 | $339K | Buy |
+3,990
| New | +$339K | 0.04% | 437 |
|
2023
Q2 | – | Sell |
-1,854
| Closed | -$136K | – | 2513 |
|
2023
Q1 | $136K | Buy |
1,854
+558
| +43% | +$40.9K | 0.01% | 1137 |
|
2022
Q4 | $85.5K | Buy |
+1,296
| New | +$85.5K | 0.01% | 1326 |
|
2018
Q3 | – | Sell |
-12,098
| Closed | -$500K | – | 655 |
|
2018
Q2 | $500K | Buy |
+12,098
| New | +$500K | 0.14% | 165 |
|
2018
Q1 | – | Sell |
-17,858
| Closed | -$846K | – | 439 |
|
2017
Q4 | $846K | Buy |
17,858
+12,074
| +209% | +$572K | 0.19% | 114 |
|
2017
Q3 | $279K | Buy |
+5,784
| New | +$279K | 0.07% | 330 |
|