EHWM
Eads & Heald Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
8,523
-340
| -4% | -$32.3K | 0.4% | 96 |
|
|
2025
Q1 | $863K | Sell |
8,863
-55
| -0.6% | -$5.36K | 0.44% | 89 |
|
|
2024
Q4 | $928K | Sell |
8,918
-110
| -1% | -$11.4K | 0.46% | 89 |
|
|
2024
Q3 | $891K | Sell |
9,028
-30
| -0.3% | -$2.96K | 0.42% | 91 |
|
|
2024
Q2 | $932K | Sell |
9,058
-264
| -3% | -$27.2K | 0.45% | 86 |
|
|
2024
Q1 | $1.16M | Buy |
9,322
+477
| +5% | +$59.1K | 0.54% | 84 |
|
|
2023
Q4 | $864K | Buy |
8,845
+3,125
| +55% | +$305K | 0.42% | 91 |
|
|
2023
Q3 | $486K | Sell |
5,720
-497
| -8% | -$42.2K | 0.25% | 110 |
|
|
2023
Q2 | $520K | Sell |
6,217
-210
| -3% | -$17.6K | 0.26% | 112 |
|
|
2023
Q1 | $470K | Buy |
6,427
+2,416
| +60% | +$177K | 0.23% | 115 |
|
|
2022
Q4 | $397K | Sell |
4,011
-35
| -0.9% | -$3.46K | 0.2% | 119 |
|
|
2022
Q3 | $339K | Sell |
4,046
-55
| -1% | -$4.61K | 0.19% | 120 |
|
|
2022
Q2 | $338K | Hold |
4,101
| – | – | 0.18% | 120 |
|
|
2022
Q1 | $361K | Hold |
4,101
| – | – | 0.17% | 120 |
|
|
2021
Q4 | $362K | Hold |
4,101
| – | – | 0.16% | 124 |
|
|
2021
Q3 | $324K | Buy |
4,101
+95
| +2% | +$7.51K | 0.16% | 124 |
|
|
2021
Q2 | $358K | Hold |
4,006
| – | – | 0.17% | 120 |
|
|
2021
Q1 | $372K | Sell |
4,006
-80
| -2% | -$7.43K | 0.19% | 118 |
|
|
2020
Q4 | $353K | Hold |
4,086
| – | – | 0.19% | 116 |
|
|
2020
Q3 | $348K | Sell |
4,086
-30
| -0.7% | -$2.56K | 0.21% | 111 |
|
|
2020
Q2 | $308K | Hold |
4,116
| – | – | 0.19% | 110 |
|
|
2020
Q1 | $252K | Sell |
4,116
-1,099
| -21% | -$67.3K | 0.18% | 113 |
|
|
2019
Q4 | $413K | Sell |
5,215
-13
| -0.2% | -$1.03K | 0.22% | 114 |
|
|
2019
Q3 | $366K | Hold |
5,228
| – | – | 0.2% | 111 |
|
|
2019
Q2 | $375K | Buy |
+5,228
| New | +$375K | 0.21% | 114 |
|