Heritage Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20
| Closed | -$2.08K | – | 629 |
|
|
2024
Q4 | $2.08K | Buy |
20
+4
| +25% | +$416 | ﹤0.01% | 553 |
|
|
2024
Q3 | $1.58K | Buy |
+16
| New | +$1.58K | ﹤0.01% | 556 |
|
|
2021
Q2 | – | Sell |
-1,931
| Closed | -$120K | – | 584 |
|
|
2021
Q1 | $120K | Hold |
1,931
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $111K | Buy |
+1,931
| New | +$111K | 0.01% | 252 |
|