Gideon Capital Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,147
| Closed | -$279K | – | 392 |
|
|
2019
Q1 | $279K | Buy |
+6,147
| New | +$279K | 0.1% | 289 |
|
|
2018
Q4 | – | Sell |
-15,239
| Closed | -$693K | – | 474 |
|
|
2018
Q3 | $693K | Buy |
+15,239
| New | +$693K | 0.33% | 88 |
|
|
2017
Q1 | – | Sell |
-10,547
| Closed | -$450K | – | 486 |
|
|
2016
Q4 | $450K | Sell |
10,547
-26,908
| -72% | -$1.15M | 0.29% | 109 |
|
|
2016
Q3 | $1.47M | Buy |
+37,455
| New | +$1.47M | 0.89% | 34 |
|
|
2016
Q2 | – | Sell |
-23,330
| Closed | -$851K | – | 240 |
|
|
2016
Q1 | $851K | Buy |
+23,330
| New | +$851K | 1.06% | 26 |
|
|
2015
Q4 | – | Sell |
-42,770
| Closed | -$1.49M | – | 258 |
|
|
2015
Q3 | $1.49M | Buy |
+42,770
| New | +$1.49M | 0.87% | 31 |
|
|
2015
Q2 | – | Sell |
-32,774
| Closed | -$1.38M | – | 302 |
|
|
2015
Q1 | $1.38M | Buy |
32,774
+26,358
| +411% | +$1.11M | 0.56% | 72 |
|
|
2014
Q4 | $291K | Buy |
+6,416
| New | +$291K | 0.14% | 169 |
|
|
2014
Q3 | – | Sell |
-35,268
| Closed | -$1.48M | – | 341 |
|
|
2014
Q2 | $1.48M | Buy |
+35,268
| New | +$1.48M | 0.54% | 64 |
|
|
2014
Q1 | – | Sell |
-12,797
| Closed | -$505K | – | 268 |
|
|
2013
Q4 | $505K | Buy |
+12,797
| New | +$505K | 0.3% | 101 |
|