CRWM
Castle Rock Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
11,347
-15
| -0.1% | -$1.41K | 0.25% | 104 |
|
|
2025
Q1 | $1.11M | Buy |
11,362
+5
| +0% | +$490 | 0.3% | 92 |
|
|
2024
Q4 | $1.2M | Hold |
11,357
| – | – | 0.29% | 93 |
|
|
2024
Q3 | $1.18M | Buy |
11,357
+10
| +0.1% | +$1.04K | 0.28% | 99 |
|
|
2024
Q2 | $1.16M | Hold |
11,347
| – | – | 0.29% | 98 |
|
|
2024
Q1 | $1.21M | Buy |
11,347
+5
| +0% | +$532 | 0.33% | 93 |
|
|
2023
Q4 | $1.06M | Sell |
11,342
-1,000
| -8% | -$93.7K | 0.32% | 82 |
|
|
2023
Q3 | $1.08M | Hold |
12,342
| – | – | 0.36% | 72 |
|
|
2023
Q2 | $1.02M | Hold |
12,342
| – | – | 0.35% | 66 |
|
|
2023
Q1 | $905K | Buy |
12,342
+4,114
| +50% | +$302K | 0.32% | 62 |
|
|
2022
Q4 | $923K | Hold |
8,228
| – | – | 0.41% | 57 |
|
|
2022
Q3 | $733K | Buy |
8,228
+1
| +0% | +$89 | 0.37% | 71 |
|
|
2022
Q2 | $677K | Hold |
8,227
| – | – | 0.35% | 78 |
|
|
2022
Q1 | $707K | Buy |
8,227
+1
| +0% | +$86 | 0.33% | 86 |
|
|
2021
Q4 | $753K | Buy |
8,226
+2
| +0% | +$183 | 0.31% | 95 |
|
|
2021
Q3 | $731K | Hold |
8,224
| – | – | 0.25% | 118 |
|
|
2021
Q2 | $656K | Buy |
8,224
+1
| +0% | +$80 | 0.24% | 121 |
|
|
2021
Q1 | $758K | Hold |
8,223
| – | – | 0.31% | 116 |
|
|
2020
Q4 | $813K | Sell |
8,223
-78
| -0.9% | -$7.71K | 0.34% | 98 |
|
|
2020
Q3 | $755K | Hold |
8,301
| – | – | 0.49% | 72 |
|
|
2020
Q2 | $705K | Buy |
8,301
+1
| +0% | +$85 | 0.41% | 76 |
|
|
2020
Q1 | $553K | Buy |
8,300
+1
| +0% | +$67 | 0.48% | 49 |
|
|
2019
Q4 | $628K | Buy |
8,299
+6
| +0.1% | +$454 | 0.57% | 71 |
|
|
2019
Q3 | $663K | Sell |
8,293
-99
| -1% | -$7.92K | 0.69% | 47 |
|
|
2019
Q2 | $601K | Buy |
+8,392
| New | +$601K | 0.67% | 46 |
|
|
2018
Q4 | – | Sell |
-8,111
| Closed | -$481K | – | 81 |
|
|
2018
Q3 | $481K | Hold |
8,111
| – | – | 0.76% | 45 |
|
|
2018
Q2 | $503K | Hold |
8,111
| – | – | 0.69% | 52 |
|
|
2018
Q1 | $537K | Hold |
8,111
| – | – | 0.89% | 33 |
|
|
2017
Q4 | $577K | Buy |
+8,111
| New | +$577K | 1.12% | 26 |
|