Financial Synergies Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$1.86K | – | 344 |
|
|
2024
Q1 | $1.86K | Buy |
15
+5
| +50% | +$620 | ﹤0.01% | 335 |
|
|
2023
Q4 | $990 | Sell |
10
-5
| -33% | -$495 | ﹤0.01% | 328 |
|
|
2023
Q3 | $1.28K | Hold |
15
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $1.26K | Hold |
15
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $1.1K | Hold |
15
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $990 | Hold |
15
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $837 | Hold |
15
| – | – | ﹤0.01% | 320 |
|
|
2022
Q2 | $824 | Buy |
+15
| New | +$824 | ﹤0.01% | 328 |
|