Bogart Wealth LLC’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.9M | Buy |
146,203
+5,366
| +4% | +$510K | 0.59% | 34 |
|
2025
Q1 | $13.7M | Buy |
140,837
+2,353
| +2% | +$229K | 0.65% | 29 |
|
2024
Q4 | $14.4M | Sell |
138,484
-1,614
| -1% | -$168K | 0.68% | 27 |
|
2024
Q3 | $13.8M | Buy |
140,098
+24,938
| +22% | +$2.46M | 0.65% | 30 |
|
2024
Q2 | $11.9M | Buy |
115,160
+4,172
| +4% | +$429K | 0.6% | 30 |
|
2024
Q1 | $13.8M | Sell |
110,988
-11,632
| -9% | -$1.44M | 0.71% | 22 |
|
2023
Q4 | $12M | Sell |
122,620
-312
| -0.3% | -$30.5K | 0.68% | 24 |
|
2023
Q3 | $10.5M | Buy |
+122,932
| New | +$10.5M | 0.65% | 31 |
|