EP Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
18,617
+815
| +5% | +$77.5K | 0.01% | 438 |
|
|
2025
Q1 | $1.73M | Sell |
17,802
-355
| -2% | -$34.6K | 0.01% | 391 |
|
|
2024
Q4 | $1.89M | Sell |
18,157
-368
| -2% | -$38.3K | 0.02% | 369 |
|
|
2024
Q3 | $1.83M | Buy |
18,525
+1,890
| +11% | +$187K | 0.02% | 374 |
|
|
2024
Q2 | $1.71M | Sell |
16,635
-19
| -0.1% | -$1.96K | 0.02% | 306 |
|
|
2024
Q1 | $2.06M | Buy |
16,654
+930
| +6% | +$115K | 0.02% | 259 |
|
|
2023
Q4 | $1.54M | Buy |
15,724
+7,433
| +90% | +$726K | 0.02% | 299 |
|
|
2023
Q3 | $705K | Sell |
8,291
-6,814
| -45% | -$579K | 0.01% | 396 |
|
|
2023
Q2 | $686K | Sell |
15,105
-39
| -0.3% | -$1.77K | 0.01% | 401 |
|
|
2023
Q1 | $612K | Buy |
15,144
+9,895
| +189% | +$400K | 0.01% | 378 |
|
|
2022
Q4 | $346K | Buy |
+5,249
| New | +$346K | 0.01% | 439 |
|
|
2022
Q3 | – | Sell |
-5,969
| Closed | -$328K | – | 541 |
|
|
2022
Q2 | $328K | Sell |
5,969
-58
| -1% | -$3.19K | 0.01% | 461 |
|
|
2022
Q1 | $354K | Buy |
6,027
+45
| +0.8% | +$2.64K | 0.01% | 457 |
|
|
2021
Q4 | $352K | Buy |
5,982
+1,540
| +35% | +$90.6K | 0.01% | 434 |
|
|
2021
Q3 | $234K | Sell |
4,442
-45
| -1% | -$2.37K | 0.01% | 483 |
|
|
2021
Q2 | $267K | Buy |
4,487
+48
| +1% | +$2.86K | 0.01% | 464 |
|
|
2021
Q1 | $275K | Sell |
4,439
-3
| -0.1% | -$186 | 0.01% | 417 |
|
|
2020
Q4 | $255K | Buy |
+4,442
| New | +$255K | 0.01% | 372 |
|