Focused Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-58
| Closed | -$5.7K | – | 730 |
|
|
2023
Q4 | $5.7K | Hold |
58
| – | – | ﹤0.01% | 640 |
|
|
2023
Q3 | $4.95K | Hold |
58
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $4.87K | Hold |
58
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $4.25K | Sell |
58
-1
| -2% | -$72 | ﹤0.01% | 702 |
|
|
2022
Q4 | $3.84K | Sell |
59
-1,417
| -96% | -$92.6K | ﹤0.01% | 705 |
|
|
2022
Q3 | $82K | Hold |
1,476
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $81K | Buy |
1,476
+1
| +0.1% | +$56 | 0.01% | 211 |
|
|
2022
Q1 | $87K | Hold |
1,475
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $87K | Sell |
1,475
-982
| -40% | -$56.8K | 0.01% | 294 |
|
|
2021
Q3 | $129K | Buy |
2,457
+1,351
| +122% | +$75K | 0.02% | 244 |
|
|
2021
Q2 | $66K | Buy |
1,106
+1,050
| +1,875% | +$64.4K | 0.01% | 343 |
|
|
2021
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 781 |
|
|
2020
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 713 |
|
|
2020
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 679 |
|
|
2020
Q2 | $3K | Buy |
56
+2
| +4% | +$93 | ﹤0.01% | 649 |
|
|
2020
Q1 | $2K | Buy |
54
+1
| +2% | +$47 | ﹤0.01% | 620 |
|
|
2019
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 625 |
|
|
2019
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 639 |
|
|
2019
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 668 |
|
|
2019
Q1 | $2K | Buy |
53
+3
| +6% | +$131 | ﹤0.01% | 624 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 621 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 588 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 582 |
|
|
2018
Q1 | $2K | Buy |
50
+2
| +4% | +$95 | ﹤0.01% | 626 |
|
|
2017
Q4 | $2K | Sell |
48
-48
| -50% | -$2.27K | ﹤0.01% | 613 |
|
|
2017
Q3 | $5K | Buy |
96
+48
| +100% | +$2.17K | ﹤0.01% | 516 |
|
|
2017
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 636 |
|
|
2017
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 621 |
|
|
2016
Q4 | $2K | Buy |
48
+1
| +2% | +$40 | ﹤0.01% | 616 |
|
|
2016
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 592 |
|
|
2016
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 595 |
|
|
2016
Q1 | $2K | Buy |
47
+2
| +4% | +$67 | ﹤0.01% | 563 |
|
|
2015
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 634 |
|
|
2015
Q3 | $2K | Sell |
45
-231
| -84% | -$9.36K | ﹤0.01% | 598 |
|
|
2015
Q2 | $12K | Hold |
276
| – | – | 0.01% | 379 |
|
|
2015
Q1 | $12K | Buy |
276
+231
| +513% | +$9.81K | 0.01% | 398 |
|
|
2014
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 593 |
|
|
2014
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 603 |
|
|
2014
Q2 | $2K | Buy |
+45
| New | +$1.92K | ﹤0.01% | 604 |
|
Other funds holding PCAR
