Delap Wealth Advisory’s PACCAR PCAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,481
Closed -$679K 245
2024
Q1
$679K Sell
5,481
-1,267
-19% -$157K 0.27% 55
2023
Q4
$659K Buy
+6,748
New +$659K 0.3% 41