Carson Wealth (CWM LLC)’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $25.7M | Buy |
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2025
Q2 | $24.1M | Buy |
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2025
Q1 | $24.2M | Sell |
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2024
Q4 | $26.3M | Sell |
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2024
Q3 | $25.9M | Sell |
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2024
Q2 | $27.9M | Sell |
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2024
Q1 | $36.8M | Sell |
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2023
Q4 | $32.9M | Sell |
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2023
Q3 | $32M | Sell |
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2023
Q2 | $35.5M | Sell |
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2023
Q1 | $33.9M | Sell |
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2022
Q4 | $30.7M | Buy |
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2022
Q3 | $281K | Buy |
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2022
Q2 | $157K | Buy |
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2022
Q1 | $158K | Buy |
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2021
Q4 | $73K | Buy |
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2021
Q2 | $15K | Hold |
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2021
Q1 | $15K | Hold |
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2020
Q4 | $15K | Hold |
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2020
Q3 | $15K | Hold |
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2020
Q2 | $15K | Hold |
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2020
Q1 | $15K | Hold |
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2019
Q4 | $15K | Hold |
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2019
Q3 | $15K | Hold |
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2019
Q2 | $15K | Hold |
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2019
Q1 | $15K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $3K | Buy |
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2017
Q1 | – | Sell |
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2016
Q4 | $5K | Buy |
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2015
Q4 | – | Sell |
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2015
Q3 | $4K | Buy |
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2014
Q1 | – | Sell |
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2013
Q4 | $74K | Buy |
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2013
Q3 | $68K | Buy |
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