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 |
|