BerganKDV Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.2K | Sell |
600
-28
| -4% | -$2.34K | 0.01% | 373 |
|
|
2023
Q1 | $45.9K | Sell |
628
-1
| -0.2% | -$73 | ﹤0.01% | 401 |
|
|
2022
Q4 | $41.4K | Buy |
629
+596
| +1,806% | +$39.3K | ﹤0.01% | 395 |
|
|
2022
Q3 | $2K | Buy |
33
+1
| +3% | +$61 | ﹤0.01% | 824 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 844 |
|
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $2K | Sell |
32
-75
| -70% | -$4.69K | ﹤0.01% | 926 |
|
|
2021
Q3 | $6K | Buy |
107
+62
| +138% | +$3.48K | ﹤0.01% | 732 |
|
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 742 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 653 |
|
|
2020
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 775 |
|