Heritage Trust’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
38,936
+14,641
| +60% | +$1.39M | 0.43% | 63 |
|
|
2025
Q1 | $2.37M | Sell |
24,295
-307
| -1% | -$29.9K | 0.29% | 93 |
|
|
2024
Q4 | $2.56M | Buy |
+24,602
| New | +$2.56M | 0.3% | 87 |
|
|
2024
Q2 | $2.61M | Sell |
25,395
-935
| -4% | -$96.2K | 0.34% | 80 |
|
|
2024
Q1 | $3.26M | Sell |
26,330
-390
| -1% | -$48.3K | 0.44% | 66 |
|
|
2023
Q4 | $2.61M | Sell |
26,720
-264
| -1% | -$25.8K | 0.37% | 75 |
|
|
2023
Q3 | $2.29M | Sell |
26,984
-391
| -1% | -$33.2K | 0.36% | 76 |
|
|
2023
Q2 | $2.29M | Sell |
27,375
-218
| -0.8% | -$18.2K | 0.34% | 83 |
|
|
2023
Q1 | $2.02M | Sell |
27,593
-694
| -2% | -$50.8K | 0.32% | 87 |
|
|
2022
Q4 | $1.87M | Sell |
28,287
-221
| -0.8% | -$14.6K | 0.3% | 91 |
|
|
2022
Q3 | $1.59M | Sell |
28,508
-7
| -0% | -$391 | 0.28% | 96 |
|
|
2022
Q2 | $1.57M | Sell |
28,515
-492
| -2% | -$27K | 0.26% | 99 |
|
|
2022
Q1 | $1.7M | Sell |
29,007
-167
| -0.6% | -$9.81K | 0.24% | 106 |
|
|
2021
Q4 | $1.72M | Sell |
29,174
-765
| -3% | -$45K | 0.22% | 106 |
|
|
2021
Q3 | $1.58M | Sell |
29,939
-234
| -0.8% | -$12.3K | 0.22% | 108 |
|
|
2021
Q2 | $1.8M | Sell |
30,173
-1,371
| -4% | -$81.6K | 0.26% | 96 |
|
|
2021
Q1 | $1.95M | Buy |
31,544
+1,044
| +3% | +$64.7K | 0.3% | 92 |
|
|
2020
Q4 | $1.75M | Buy |
30,500
+6,204
| +26% | +$357K | 0.28% | 87 |
|
|
2020
Q3 | $1.38M | Sell |
24,296
-250
| -1% | -$14.2K | 0.26% | 92 |
|
|
2020
Q2 | $1.23M | Sell |
24,546
-29
| -0.1% | -$1.45K | 0.24% | 93 |
|
|
2020
Q1 | $1M | Sell |
24,575
-225
| -0.9% | -$9.17K | 0.25% | 92 |
|
|
2019
Q4 | $1.31M | Buy |
24,800
+330
| +1% | +$17.4K | 0.26% | 90 |
|
|
2019
Q3 | $1.14M | Sell |
24,470
-240
| -1% | -$11.2K | 0.25% | 92 |
|
|
2019
Q2 | $1.18M | Sell |
24,710
-1,140
| -4% | -$54.4K | 0.26% | 89 |
|
|
2019
Q1 | $1.17M | Buy |
+25,850
| New | +$1.17M | 0.27% | 87 |
|