EWM
Evercore Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,536
| Closed | -$514K | – | 434 |
|
|
2021
Q1 | $514K | Buy |
+5,536
| New | +$514K | 0.01% | 288 |
|
|
2018
Q1 | – | Sell |
-524
| Closed | -$37K | – | 672 |
|
|
2017
Q4 | $37K | Hold |
524
| – | – | ﹤0.01% | 624 |
|
|
2017
Q3 | $38K | Hold |
524
| – | – | ﹤0.01% | 611 |
|
|
2017
Q2 | $35K | Hold |
524
| – | – | ﹤0.01% | 625 |
|
|
2017
Q1 | $35K | Sell |
524
-27
| -5% | -$1.8K | ﹤0.01% | 661 |
|
|
2016
Q4 | $35K | Sell |
551
-264
| -32% | -$16.8K | ﹤0.01% | 662 |
|
|
2016
Q3 | $48K | Sell |
815
-42
| -5% | -$2.47K | ﹤0.01% | 607 |
|
|
2016
Q2 | $44K | Sell |
857
-8
| -0.9% | -$411 | ﹤0.01% | 604 |
|
|
2016
Q1 | $47K | Sell |
865
-168
| -16% | -$9.13K | ﹤0.01% | 578 |
|
|
2015
Q4 | $49K | Buy |
1,033
+293
| +40% | +$13.9K | ﹤0.01% | 601 |
|
|
2015
Q3 | $38K | Sell |
740
-248
| -25% | -$12.7K | ﹤0.01% | 634 |
|
|
2015
Q2 | $62K | Sell |
988
-1,407
| -59% | -$88.3K | ﹤0.01% | 596 |
|
|
2015
Q1 | $151K | Buy |
2,395
+1,518
| +173% | +$95.7K | 0.01% | 468 |
|
|
2014
Q4 | $61K | Buy |
877
+228
| +35% | +$15.9K | ﹤0.01% | 533 |
|
|
2014
Q3 | $37K | Buy |
649
+200
| +45% | +$11.4K | ﹤0.01% | 649 |
|
|
2014
Q2 | $28K | Buy |
449
+69
| +18% | +$4.3K | ﹤0.01% | 690 |
|
|
2014
Q1 | $26K | Hold |
380
| – | – | ﹤0.01% | 705 |
|
|
2013
Q4 | $22K | Sell |
380
-272
| -42% | -$15.7K | ﹤0.01% | 670 |
|
|
2013
Q3 | $36K | Buy |
652
+272
| +72% | +$15K | ﹤0.01% | 609 |
|
|
2013
Q2 | $20K | Buy |
+380
| New | +$20K | ﹤0.01% | 664 |
|