Financial Advocates Investment Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,172
| Closed | -$1.06M | – | 752 |
|
|
2024
Q4 | $1.06M | Buy |
10,172
+7
| +0.1% | +$728 | 0.06% | 291 |
|
|
2024
Q3 | $1M | Sell |
10,165
-4
| -0% | -$395 | 0.06% | 307 |
|
|
2024
Q2 | $1.05M | Sell |
10,169
-338
| -3% | -$34.8K | 0.06% | 282 |
|
|
2024
Q1 | $1.3M | Sell |
10,507
-97
| -0.9% | -$12K | 0.08% | 256 |
|
|
2023
Q4 | $1.04M | Sell |
10,604
-175
| -2% | -$17.1K | 0.07% | 278 |
|
|
2023
Q3 | $916K | Buy |
10,779
+74
| +0.7% | +$6.29K | 0.07% | 283 |
|
|
2023
Q2 | $895K | Sell |
10,705
-2,265
| -17% | -$189K | 0.06% | 286 |
|
|
2023
Q1 | $949K | Buy |
12,970
+65
| +0.5% | +$4.76K | 0.07% | 296 |
|
|
2022
Q4 | $851K | Sell |
12,905
-186
| -1% | -$12.3K | 0.06% | 319 |
|
|
2022
Q3 | $738K | Sell |
13,091
-700
| -5% | -$39.5K | 0.06% | 312 |
|
|
2022
Q2 | $757K | Sell |
13,791
-3,699
| -21% | -$203K | 0.06% | 312 |
|
|
2022
Q1 | $1.03M | Buy |
17,490
+5,088
| +41% | +$298K | 0.07% | 293 |
|
|
2021
Q4 | $731K | Sell |
12,402
-4,836
| -28% | -$285K | 0.05% | 394 |
|
|
2021
Q3 | $907K | Sell |
17,238
-194
| -1% | -$10.2K | 0.06% | 330 |
|
|
2021
Q2 | $1.04M | Buy |
17,432
+158
| +0.9% | +$9.4K | 0.07% | 303 |
|
|
2021
Q1 | $1.07M | Sell |
17,274
-878
| -5% | -$54.4K | 0.08% | 294 |
|
|
2020
Q4 | $1.04M | Buy |
18,152
+8,864
| +95% | +$510K | 0.07% | 293 |
|
|
2020
Q3 | $528K | Buy |
9,288
+402
| +5% | +$22.9K | 0.05% | 362 |
|
|
2020
Q2 | $443K | Buy |
8,886
+1,750
| +25% | +$87.2K | 0.04% | 368 |
|
|
2020
Q1 | $291K | Sell |
7,136
-976
| -12% | -$39.8K | 0.04% | 358 |
|
|
2019
Q4 | $428K | Hold |
8,112
| – | – | 0.05% | 338 |
|
|
2019
Q3 | $379K | Sell |
8,112
-8
| -0.1% | -$374 | 0.04% | 336 |
|
|
2019
Q2 | $388K | Sell |
8,120
-1,356
| -14% | -$64.8K | 0.05% | 328 |
|
|
2019
Q1 | $430K | Sell |
9,476
-144
| -1% | -$6.53K | 0.05% | 300 |
|
|
2018
Q4 | $366K | Sell |
9,620
-762
| -7% | -$29K | 0.05% | 299 |
|
|
2018
Q3 | $472K | Buy |
10,382
+1,283
| +14% | +$58.3K | 0.05% | 294 |
|
|
2018
Q2 | $370K | Buy |
9,099
+40
| +0.4% | +$1.63K | 0.04% | 327 |
|
|
2018
Q1 | $400K | Buy |
9,059
+1,917
| +27% | +$84.6K | 0.05% | 299 |
|
|
2017
Q4 | $338K | Buy |
+7,142
| New | +$338K | 0.05% | 332 |
|