EWM
Empirical Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
13,344
+4,928
| +59% | +$468K | 0.03% | 282 |
|
|
2025
Q1 | $819K | Sell |
8,416
-1,084
| -11% | -$106K | 0.02% | 318 |
|
|
2024
Q4 | $988K | Buy |
9,500
+176
| +2% | +$18.3K | 0.03% | 279 |
|
|
2024
Q3 | $920K | Buy |
9,324
+20
| +0.2% | +$1.97K | 0.03% | 276 |
|
|
2024
Q2 | $958K | Sell |
9,304
-704
| -7% | -$72.5K | 0.03% | 266 |
|
|
2024
Q1 | $1.24M | Buy |
10,008
+428
| +4% | +$53K | 0.04% | 233 |
|
|
2023
Q4 | $935K | Buy |
9,580
+1,170
| +14% | +$114K | 0.03% | 244 |
|
|
2023
Q3 | $715K | Buy |
8,410
+369
| +5% | +$31.4K | 0.03% | 258 |
|
|
2023
Q2 | $673K | Sell |
8,041
-1,085
| -12% | -$90.8K | 0.03% | 263 |
|
|
2023
Q1 | $668K | Buy |
9,126
+3,687
| +68% | +$270K | 0.03% | 282 |
|
|
2022
Q4 | $538K | Buy |
5,439
+288
| +6% | +$28.5K | 0.03% | 298 |
|
|
2022
Q3 | $431K | Buy |
5,151
+43
| +0.8% | +$3.6K | 0.02% | 324 |
|
|
2022
Q2 | $421K | Sell |
5,108
-1,078
| -17% | -$88.8K | 0.02% | 327 |
|
|
2022
Q1 | $545K | Sell |
6,186
-647
| -9% | -$57K | 0.03% | 315 |
|
|
2021
Q4 | $603K | Sell |
6,833
-2,053
| -23% | -$181K | 0.03% | 307 |
|
|
2021
Q3 | $701K | Sell |
8,886
-4,290
| -33% | -$338K | 0.04% | 240 |
|
|
2021
Q2 | $1.18M | Buy |
13,176
+779
| +6% | +$69.5K | 0.07% | 167 |
|
|
2021
Q1 | $1.15M | Sell |
12,397
-138
| -1% | -$12.8K | 0.09% | 139 |
|
|
2020
Q4 | $1.08M | Buy |
12,535
+1,951
| +18% | +$168K | 0.08% | 143 |
|
|
2020
Q3 | $903K | Buy |
10,584
+798
| +8% | +$68.1K | 0.08% | 147 |
|
|
2020
Q2 | $733K | Buy |
9,786
+1,257
| +15% | +$94.2K | 0.07% | 161 |
|
|
2020
Q1 | $521K | Buy |
8,529
+770
| +10% | +$47K | 0.06% | 177 |
|
|
2019
Q4 | $614K | Buy |
7,759
+2,825
| +57% | +$224K | 0.07% | 164 |
|
|
2019
Q3 | $345K | Buy |
4,934
+265
| +6% | +$18.5K | 0.04% | 209 |
|
|
2019
Q2 | $335K | Sell |
4,669
-52
| -1% | -$3.73K | 0.04% | 193 |
|
|
2019
Q1 | $322K | Buy |
+4,721
| New | +$322K | 0.05% | 178 |
|
|
2015
Q4 | – | Sell |
-3,929
| Closed | -$205K | – | 110 |
|
|
2015
Q3 | $205K | Buy |
+3,929
| New | +$205K | 0.05% | 111 |
|