Financial Architects (New Jersey)’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $777K | Hold |
9,290
| – | – | 0.12% | 166 |
|
|
2023
Q1 | $680K | Sell |
9,290
-54
| -0.6% | -$3.86K | 0.11% | 173 |
|
|
2022
Q4 | $616K | Hold |
9,344
| – | – | 0.1% | 184 |
|
|
2022
Q3 | $521K | Buy |
+9,344
| New | +$543K | 0.09% | 192 |
|
|
2022
Q2 | – | Sell |
-9,539
| Closed | -$560K | – | 197 |
|
|
2022
Q1 | $560K | Sell |
9,539
-675
| -7% | -$41.2K | 0.08% | 193 |
|
|
2021
Q4 | $601K | Buy |
10,214
+923
| +10% | +$53.3K | 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% | -$1.81K | 0.09% | 174 |
|
|
2020
Q4 | $536K | Buy |
9,320
+17
| +0.2% | +$998 | 0.1% | 162 |
|
|
2020
Q3 | $529K | Hold |
9,303
| – | – | 0.12% | 144 |
|
|
2020
Q2 | $464K | Sell |
9,303
-1,131
| -11% | -$52.9K | 0.11% | 145 |
|
|
2020
Q1 | $425K | Sell |
10,434
-750
| -7% | -$35.3K | 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% | +$418K | 0.1% | 143 |
|
|
2019
Q1 | $99K | Buy |
2,184
+300
| +16% | +$13.1K | 0.02% | 450 |
|
|
2018
Q4 | $72K | Hold |
1,884
| – | – | 0.01% | 475 |
|
|
2018
Q3 | $86K | Hold |
1,884
| – | – | 0.01% | 506 |
|
|
2018
Q2 | $78K | Sell |
1,884
-122
| -6% | -$5.27K | 0.01% | 459 |
|
|
2018
Q1 | $88K | Buy |
2,006
+150
| +8% | +$7.1K | 0.02% | 479 |
|
|
2017
Q4 | $88K | Hold |
1,856
| – | – | 0.01% | 522 |
|
|
2017
Q3 | $89K | Hold |
1,856
| – | – | 0.02% | 522 |
|
|
2017
Q2 | $82K | Hold |
1,856
| – | – | 0.01% | 530 |
|
|
2017
Q1 | $83K | Hold |
1,856
| – | – | 0.01% | 519 |
|
|
2016
Q4 | $79K | Sell |
1,856
-63
| -3% | -$2.54K | 0.02% | 450 |
|
|
2016
Q3 | $75K | Hold |
1,919
| – | – | 0.02% | 464 |
|
|
2016
Q2 | $66K | Hold |
1,919
| – | – | 0.02% | 473 |
|
|
2016
Q1 | $70K | Buy |
+1,919
| New | +$64.3K | 0.03% | 343 |
|
|
2015
Q3 | – | Sell |
-1,856
| Closed | -$79K | – | 701 |
|
|
2015
Q2 | $79K | Sell |
1,856
-225
| -11% | -$9.71K | 0.03% | 352 |
|
|
2015
Q1 | $88K | Sell |
2,081
-450
| -18% | -$19.1K | 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 | +$108K | 0.05% | 215 |
|
|
2013
Q4 | – | Sell |
-450
| Closed | -$17K | – | 438 |
|
|
2013
Q3 | $17K | Hold |
450
| – | – | 0.01% | 423 |
|
|
2013
Q2 | $16K | Buy |
+450
| New | +$15.5K | 0.01% | 406 |
|
Other funds holding PCAR
Financial Architects (New Jersey)'s PCAR Position: Q2 2023 in Review
Financial Architects (New Jersey) held its PACCAR (PCAR) position steady in Q2 2023 at 9,290 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #166.
Financial Architects (New Jersey) first reported a position in PCAR in Q2 2013 and has held it in 36 quarters since. 843 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.
- Financial Architects (New Jersey) held 9,290 shares of PACCAR worth $777K as of Q2 2023.
- Financial Architects (New Jersey) left its PACCAR share count unchanged in Q2 2023.
- PACCAR made up 0.12% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #166 holding.
- Financial Architects (New Jersey) first reported a position in PACCAR in Q2 2013 and has held it in 36 quarters since.
- 843 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.