GeoWealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $106K | Sell |
1,112
-800
| -42% | -$76K | ﹤0.01% | 799 |
|
2025
Q1 | $186K | Sell |
1,912
-1,704
| -47% | -$166K | 0.01% | 676 |
|
2024
Q4 | $376K | Sell |
3,616
-4
| -0.1% | -$416 | 0.01% | 555 |
|
2024
Q3 | $357K | Sell |
3,620
-198
| -5% | -$19.5K | 0.01% | 556 |
|
2024
Q2 | $393K | Sell |
3,818
-9,565
| -71% | -$985K | 0.02% | 499 |
|
2024
Q1 | $1.66M | Sell |
13,383
-479
| -3% | -$59.3K | 0.06% | 205 |
|
2023
Q4 | $1.35M | Buy |
13,862
+13,072
| +1,655% | +$1.28M | 0.11% | 179 |
|
2023
Q3 | $67K | Sell |
790
-31
| -4% | -$2.63K | 0.01% | 371 |
|
2023
Q2 | $68K | Sell |
821
-26
| -3% | -$2.15K | 0.01% | 313 |
|
2023
Q1 | $62K | Buy |
+847
| New | +$62K | 0.01% | 281 |
|