Dynamic Advisor Solutions’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,800
| Closed | -$276K | – | 765 |
|
|
2024
Q3 | $276K | Sell |
2,800
-81
| -3% | -$7.99K | 0.01% | 782 |
|
|
2024
Q2 | $297K | Sell |
2,881
-1,025
| -26% | -$106K | 0.01% | 766 |
|
|
2024
Q1 | $484K | Buy |
3,906
+405
| +12% | +$50.2K | 0.02% | 615 |
|
|
2023
Q4 | $328K | Sell |
3,501
-104
| -3% | -$9.74K | 0.01% | 688 |
|
|
2023
Q3 | $307K | Sell |
3,605
-3,252
| -47% | -$276K | 0.01% | 653 |
|
|
2023
Q2 | $574K | Sell |
6,857
-1,381
| -17% | -$116K | 0.03% | 454 |
|
|
2023
Q1 | $603K | Buy |
8,238
+216
| +3% | +$15.8K | 0.04% | 429 |
|
|
2022
Q4 | $529K | Buy |
8,022
+382
| +5% | +$25.2K | 0.04% | 421 |
|
|
2022
Q3 | $426K | Buy |
7,640
+74
| +1% | +$4.13K | 0.03% | 423 |
|
|
2022
Q2 | $415K | Buy |
7,566
+1,777
| +31% | +$97.5K | 0.03% | 448 |
|
|
2022
Q1 | $340K | Buy |
+5,789
| New | +$340K | 0.02% | 530 |
|
|
2021
Q1 | – | Sell |
-33,159
| Closed | -$1.91M | – | 712 |
|
|
2020
Q4 | $1.91M | Sell |
33,159
-1,838
| -5% | -$106K | 0.18% | 145 |
|
|
2020
Q3 | $1.99M | Hold |
34,997
| – | – | 0.23% | 118 |
|
|
2020
Q2 | $1.75M | Hold |
34,997
| – | – | 0.24% | 120 |
|
|
2020
Q1 | $1.43M | Sell |
34,997
-3,787
| -10% | -$154K | 0.26% | 112 |
|
|
2019
Q4 | $2.05M | Sell |
38,784
-51
| -0.1% | -$2.69K | 0.28% | 98 |
|
|
2019
Q3 | $1.81M | Hold |
38,835
| – | – | 0.28% | 92 |
|
|
2019
Q2 | $1.86M | Hold |
38,835
| – | – | 0.3% | 88 |
|
|
2019
Q1 | $1.76M | Hold |
38,835
| – | – | 0.33% | 84 |
|
|
2018
Q4 | $1.62M | Sell |
38,835
-35
| -0.1% | -$1.46K | 0.34% | 84 |
|
|
2018
Q3 | $1.77M | Sell |
38,870
-75
| -0.2% | -$3.41K | 0.37% | 85 |
|
|
2018
Q2 | $1.61M | Hold |
38,945
| – | – | 0.36% | 85 |
|
|
2018
Q1 | $1.72M | Buy |
+38,945
| New | +$1.72M | 0.44% | 75 |
|