CAPTRUST Financial Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
57,743
+1,332
| +2% | +$127K | 0.01% | 597 |
|
|
2025
Q1 | $5.49M | Buy |
56,411
+2,408
| +4% | +$234K | 0.01% | 559 |
|
|
2024
Q4 | $5.62M | Buy |
54,003
+1,673
| +3% | +$174K | 0.02% | 513 |
|
|
2024
Q3 | $5.16M | Sell |
52,330
-1,501
| -3% | -$148K | 0.02% | 529 |
|
|
2024
Q2 | $5.54M | Buy |
53,831
+571
| +1% | +$58.8K | 0.02% | 489 |
|
|
2024
Q1 | $6.6M | Sell |
53,260
-12,245
| -19% | -$1.52M | 0.02% | 429 |
|
|
2023
Q4 | $6.4M | Buy |
65,505
+701
| +1% | +$68.5K | 0.02% | 475 |
|
|
2023
Q3 | $5.51M | Buy |
64,804
+2,451
| +4% | +$208K | 0.02% | 482 |
|
|
2023
Q2 | $5.22M | Buy |
62,353
+331
| +0.5% | +$27.7K | 0.02% | 494 |
|
|
2023
Q1 | $4.54M | Buy |
62,022
+18,237
| +42% | +$1.33M | 0.02% | 488 |
|
|
2022
Q4 | $2.89M | Buy |
43,785
+2,152
| +5% | +$142K | 0.01% | 602 |
|
|
2022
Q3 | $2.32M | Buy |
41,633
+16,203
| +64% | +$904K | 0.01% | 617 |
|
|
2022
Q2 | $1.4M | Sell |
25,430
-10,593
| -29% | -$582K | 0.01% | 709 |
|
|
2022
Q1 | $2.12M | Sell |
36,023
-18,511
| -34% | -$1.09M | 0.01% | 586 |
|
|
2021
Q4 | $3.26M | Buy |
54,534
+22,674
| +71% | +$1.36M | 0.02% | 456 |
|
|
2021
Q3 | $1.68M | Sell |
31,860
-236
| -0.7% | -$12.4K | 0.01% | 568 |
|
|
2021
Q2 | $1.91M | Buy |
32,096
+13,674
| +74% | +$814K | 0.02% | 516 |
|
|
2021
Q1 | $1.14M | Buy |
18,422
+2,250
| +14% | +$139K | 0.01% | 649 |
|
|
2020
Q4 | $938K | Buy |
16,172
+216
| +1% | +$12.5K | 0.01% | 628 |
|
|
2020
Q3 | $899K | Buy |
15,956
+977
| +7% | +$55K | 0.01% | 540 |
|
|
2020
Q2 | $741K | Sell |
14,979
-14,324
| -49% | -$709K | 0.01% | 584 |
|
|
2020
Q1 | $1.17M | Buy |
29,303
+144
| +0.5% | +$5.77K | 0.03% | 392 |
|
|
2019
Q4 | $1.59M | Sell |
29,159
-1,633
| -5% | -$89K | 0.03% | 414 |
|
|
2019
Q3 | $1.44M | Buy |
30,792
+14,218
| +86% | +$664K | 0.05% | 265 |
|
|
2019
Q2 | $792K | Buy |
16,574
+32
| +0.2% | +$1.53K | 0.03% | 324 |
|
|
2019
Q1 | $751K | Buy |
16,542
+552
| +3% | +$25.1K | 0.03% | 301 |
|
|
2018
Q4 | $630K | Buy |
15,990
+90
| +0.6% | +$3.55K | 0.03% | 272 |
|
|
2018
Q3 | $723K | Sell |
15,900
-300
| -2% | -$13.6K | 0.03% | 264 |
|
|
2018
Q2 | $669K | Hold |
16,200
| – | – | 0.04% | 220 |
|
|
2018
Q1 | $696K | Hold |
16,200
| – | – | 0.04% | 202 |
|
|
2017
Q4 | $781K | Buy |
+16,200
| New | +$781K | 0.05% | 194 |
|