EWM
Evermay Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
215
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $20.9K | Hold |
215
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $23K | Hold |
215
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $21.2K | Sell |
215
-401
| -65% | -$39.6K | ﹤0.01% | 395 |
|
|
2024
Q2 | $63.4K | Hold |
616
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $76.3K | Sell |
616
-5
| -0.8% | -$619 | 0.01% | 312 |
|
|
2023
Q4 | $62.6K | Buy |
621
+5
| +0.8% | +$504 | 0.01% | 306 |
|
|
2023
Q3 | $52.4K | Hold |
616
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $51.5K | Hold |
616
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $45.1K | Buy |
616
+205
| +50% | +$15K | 0.01% | 308 |
|
|
2022
Q4 | $41.8K | Buy |
+411
| New | +$41.8K | 0.01% | 309 |
|
|
2022
Q1 | – | Sell |
-1,930
| Closed | -$170K | – | 566 |
|
|
2021
Q4 | $170K | Hold |
1,930
| – | – | 0.03% | 185 |
|
|
2021
Q3 | $152K | Hold |
1,930
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $172K | Buy |
+1,930
| New | +$172K | 0.03% | 187 |
|