Carson Wealth (CWM LLC)’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
253,373
+5,344
| +2% | +$508K | 0.08% | 207 |
|
|
2025
Q1 | $24.2M | Sell |
248,029
-4,638
| -2% | -$452K | 0.1% | 199 |
|
|
2024
Q4 | $26.3M | Sell |
252,667
-9,699
| -4% | -$1.01M | 0.11% | 166 |
|
|
2024
Q3 | $25.9M | Sell |
262,366
-8,480
| -3% | -$837K | 0.11% | 170 |
|
|
2024
Q2 | $27.9M | Sell |
270,846
-25,979
| -9% | -$2.67M | 0.13% | 145 |
|
|
2024
Q1 | $36.8M | Sell |
296,825
-39,774
| -12% | -$4.93M | 0.18% | 115 |
|
|
2023
Q4 | $32.9M | Sell |
336,599
-40,154
| -11% | -$3.92M | 0.18% | 109 |
|
|
2023
Q3 | $32M | Sell |
376,753
-47,706
| -11% | -$4.06M | 0.2% | 105 |
|
|
2023
Q2 | $35.5M | Sell |
424,459
-39,057
| -8% | -$3.27M | 0.22% | 85 |
|
|
2023
Q1 | $33.9M | Sell |
463,516
-1,705
| -0.4% | -$125K | 0.23% | 88 |
|
|
2022
Q4 | $30.7M | Buy |
465,221
+460,191
| +9,149% | +$30.4M | 0.23% | 93 |
|
|
2022
Q3 | $281K | Buy |
5,030
+2,178
| +76% | +$122K | ﹤0.01% | 925 |
|
|
2022
Q2 | $157K | Buy |
2,852
+155
| +6% | +$8.53K | ﹤0.01% | 1138 |
|
|
2022
Q1 | $158K | Buy |
2,697
+1,453
| +117% | +$85.1K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $73K | Buy |
+1,244
| New | +$73K | ﹤0.01% | 1426 |
|
|
2021
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2021
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2020
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 1926 |
|
|
2019
Q1 | $15K | Buy |
+246
| New | +$15K | ﹤0.01% | 1926 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$3K | – | 1749 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1113 |
|
|
2017
Q1 | – | Sell |
-117
| Closed | -$5K | – | 1275 |
|
|
2016
Q4 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 857 |
|
|
2015
Q4 | – | Sell |
-116
| Closed | -$4K | – | 735 |
|
|
2015
Q3 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 527 |
|
|
2014
Q1 | – | Sell |
-1,875
| Closed | -$74K | – | 356 |
|
|
2013
Q4 | $74K | Buy |
1,875
+39
| +2% | +$1.54K | 0.01% | 210 |
|
|
2013
Q3 | $68K | Buy |
+1,836
| New | +$68K | 0.02% | 167 |
|