Financial Architects (New Jersey)’s PACCAR PCAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$777K Hold
9,290
0.12% 166
2023
Q1
$680K Sell
9,290
-54
-0.6% -$3.95K 0.11% 173
2022
Q4
$616K Hold
9,344
0.1% 184
2022
Q3
$521K Buy
+9,344
New +$521K 0.09% 192
2022
Q2
Sell
-9,539
Closed -$560K 197
2022
Q1
$560K Sell
9,539
-675
-7% -$39.6K 0.08% 193
2021
Q4
$601K Buy
10,214
+923
+10% +$54.3K 0.08% 188
2021
Q3
$489K Hold
9,291
0.07% 201
2021
Q2
$553K Hold
9,291
0.08% 182
2021
Q1
$576K Sell
9,291
-29
-0.3% -$1.8K 0.09% 174
2020
Q4
$536K Buy
9,320
+17
+0.2% +$978 0.1% 162
2020
Q3
$529K Hold
9,303
0.12% 144
2020
Q2
$464K Sell
9,303
-1,131
-11% -$56.4K 0.11% 145
2020
Q1
$425K Sell
10,434
-750
-7% -$30.5K 0.12% 141
2019
Q4
$590K Hold
11,184
0.13% 133
2019
Q3
$522K Hold
11,184
0.12% 134
2019
Q2
$534K Buy
11,184
+9,000
+412% +$430K 0.1% 142
2019
Q1
$99K Buy
2,184
+300
+16% +$13.6K 0.02% 410
2018
Q4
$72K Hold
1,884
0.01% 432
2018
Q3
$86K Hold
1,884
0.01% 441
2018
Q2
$78K Sell
1,884
-122
-6% -$5.05K 0.01% 459
2018
Q1
$88K Buy
2,006
+150
+8% +$6.58K 0.02% 433
2017
Q4
$88K Hold
1,856
0.01% 464
2017
Q3
$89K Hold
1,856
0.02% 470
2017
Q2
$82K Hold
1,856
0.01% 471
2017
Q1
$83K Hold
1,856
0.01% 478
2016
Q4
$79K Sell
1,856
-63
-3% -$2.68K 0.02% 447
2016
Q3
$75K Hold
1,919
0.02% 460
2016
Q2
$66K Hold
1,919
0.02% 471
2016
Q1
$70K Buy
+1,919
New +$70K 0.03% 340
2015
Q3
Sell
-1,856
Closed -$79K 685
2015
Q2
$79K Sell
1,856
-225
-11% -$9.58K 0.03% 345
2015
Q1
$88K Sell
2,081
-450
-18% -$19K 0.03% 306
2014
Q4
$115K Hold
2,531
0.05% 232
2014
Q3
$96K Hold
2,531
0.05% 230
2014
Q2
$106K Buy
+2,531
New +$106K 0.05% 214
2013
Q4
Sell
-450
Closed -$17K 438
2013
Q3
$17K Hold
450
0.01% 423
2013
Q2
$16K Buy
+450
New +$16K 0.01% 406