ECM
Evergreen Capital Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.8M | Buy |
776,753
+103,299
| +15% | +$9.82M | 2.22% | 3 |
|
|
2025
Q1 | $65.6M | Sell |
673,454
-21,017
| -3% | -$2.05M | 2.2% | 3 |
|
|
2024
Q4 | $74.3M | Buy |
694,471
+15,058
| +2% | +$1.61M | 2.42% | 3 |
|
|
2024
Q3 | $67M | Buy |
679,413
+15
| +0% | +$1.48K | 2.25% | 3 |
|
|
2024
Q2 | $69.9M | Sell |
679,398
-751
| -0.1% | -$77.3K | 2.53% | 3 |
|
|
2024
Q1 | $84.3M | Sell |
680,149
-474
| -0.1% | -$58.7K | 3.19% | 2 |
|
|
2023
Q4 | $68.6M | Sell |
680,623
-2,005
| -0.3% | -$202K | 2.8% | 2 |
|
|
2023
Q3 | $58M | Buy |
682,628
+13,518
| +2% | +$1.15M | 2.54% | 3 |
|
|
2023
Q2 | $56M | Buy |
669,110
+23,042
| +4% | +$1.93M | 2.34% | 4 |
|
|
2023
Q1 | $47.3M | Buy |
646,068
+215,269
| +50% | +$15.8M | 2.12% | 7 |
|
|
2022
Q4 | $43.8M | Buy |
430,799
+209,119
| +94% | +$21.3M | 2.06% | 6 |
|
|
2022
Q3 | $18.6M | Sell |
221,680
-1,144
| -0.5% | -$95.7K | 0.97% | 16 |
|
|
2022
Q2 | $18.3M | Sell |
222,824
-6,888
| -3% | -$567K | 0.95% | 16 |
|
|
2022
Q1 | $20.2M | Sell |
229,712
-174
| -0.1% | -$15.3K | 0.82% | 23 |
|
|
2021
Q4 | $20.3M | Sell |
229,886
-65
| -0% | -$5.74K | 0.81% | 23 |
|
|
2021
Q3 | $18.1M | Buy |
229,951
+98
| +0% | +$7.73K | 0.82% | 23 |
|
|
2021
Q2 | $20.5M | Buy |
229,853
+6
| +0% | +$535 | 0.98% | 17 |
|
|
2021
Q1 | $21.4M | Buy |
229,847
+9,366
| +4% | +$870K | 1.1% | 16 |
|
|
2020
Q4 | $19M | Sell |
220,481
-61,463
| -22% | -$5.3M | 1.11% | 15 |
|
|
2020
Q3 | $24M | Sell |
281,944
-881
| -0.3% | -$75.1K | 1.66% | 9 |
|
|
2020
Q2 | $21.2M | Buy |
282,825
+6,680
| +2% | +$500K | 1.6% | 12 |
|
|
2020
Q1 | $16.9M | Buy |
276,145
+8,982
| +3% | +$549K | 1.58% | 13 |
|
|
2019
Q4 | $21.1M | Hold |
267,163
| – | – | 1.76% | 9 |
|
|
2019
Q3 | $18.7M | Buy |
267,163
+91
| +0% | +$6.37K | 1.74% | 11 |
|
|
2019
Q2 | $19.1M | Sell |
267,072
-10,563
| -4% | -$757K | 1.82% | 11 |
|
|
2019
Q1 | $18.9M | Buy |
277,635
+1,288
| +0.5% | +$87.8K | 1.9% | 9 |
|
|
2018
Q4 | $15.8M | Buy |
276,347
+200
| +0.1% | +$11.4K | 1.65% | 9 |
|
|
2018
Q3 | $18.8M | Buy |
276,147
+240,882
| +683% | +$16.4M | 1.67% | 12 |
|
|
2018
Q2 | $2.19M | Sell |
35,265
-20,000
| -36% | -$1.24M | 0.21% | 104 |
|
|
2018
Q1 | $3.66M | Buy |
55,265
+43,829
| +383% | +$2.9M | 0.35% | 70 |
|
|
2017
Q4 | $813K | Sell |
11,436
-245
| -2% | -$17.4K | 0.08% | 144 |
|
|
2017
Q3 | $845K | Buy |
11,681
+5,307
| +83% | +$384K | 0.1% | 127 |
|
|
2017
Q2 | $421K | Buy |
6,374
+2,500
| +65% | +$165K | 0.07% | 104 |
|
|
2017
Q1 | $260K | Sell |
3,874
-2,750
| -42% | -$185K | 0.05% | 94 |
|
|
2016
Q4 | $423K | Buy |
6,624
+1,200
| +22% | +$76.6K | 0.08% | 95 |
|
|
2016
Q3 | $319K | Hold |
5,424
| – | – | 0.06% | 91 |
|
|
2016
Q2 | $281K | Buy |
+5,424
| New | +$281K | 0.06% | 88 |
|
|
2015
Q4 | – | Sell |
-11,999
| Closed | -$626K | – | 92 |
|
|
2015
Q3 | $626K | Hold |
11,999
| – | – | 0.16% | 70 |
|
|
2015
Q2 | $766K | Sell |
11,999
-1,244
| -9% | -$79.4K | 0.19% | 70 |
|
|
2015
Q1 | $837K | Buy |
13,243
+1,244
| +10% | +$78.6K | 0.18% | 74 |
|
|
2014
Q4 | $682K | Hold |
11,999
| – | – | 0.13% | 80 |
|
|
2014
Q3 | $682K | Hold |
11,999
| – | – | 0.13% | 81 |
|
|
2014
Q2 | $754K | Hold |
11,999
| – | – | 0.15% | 80 |
|
|
2014
Q1 | $809K | Sell |
11,999
-4,500
| -27% | -$303K | 0.16% | 76 |
|
|
2013
Q4 | $976K | Sell |
16,499
-12,157
| -42% | -$719K | 0.18% | 85 |
|
|
2013
Q3 | $1.6M | Hold |
28,656
| – | – | 0.26% | 92 |
|
|
2013
Q2 | $1.54M | Buy |
+28,656
| New | +$1.54M | 0.23% | 93 |
|