Heritage Wealth Management (Ohio)’s PACCAR PCAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,380	Closed	-$329K	–	242
2025 Q1	$329K	Hold	3,380	–	–	0.11%	173
2024 Q4	$352K	Hold	3,380	–	–	0.12%	168
2024 Q3	$334K	Sell	3,380 -55	-2%	-$5.43K	0.11%	171
2024 Q2	$344K	Buy	+3,435	New	+$344K	0.12%	168