IWP
Insight Wealth Partners’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
7,776
+76
| +1% | +$7.22K | 0.29% | 53 |
|
|
2025
Q1 | $750K | Hold |
7,700
| – | – | 0.12% | 53 |
|
|
2024
Q4 | $801K | Hold |
7,700
| – | – | 0.11% | 45 |
|
|
2024
Q3 | $760K | Buy |
7,700
+104
| +1% | +$10.3K | 0.15% | 49 |
|
|
2024
Q2 | $782K | Buy |
7,596
+10
| +0.1% | +$1.03K | 0.14% | 40 |
|
|
2024
Q1 | $940K | Buy |
7,586
+11
| +0.1% | +$1.36K | 0.16% | 31 |
|
|
2023
Q4 | $740K | Buy |
7,575
+12
| +0.2% | +$1.17K | 0.13% | 39 |
|
|
2023
Q3 | $643K | Sell |
7,563
-38
| -0.5% | -$3.23K | 0.12% | 42 |
|
|
2023
Q2 | $636K | Buy |
7,601
+31
| +0.4% | +$2.59K | 0.15% | 42 |
|
|
2023
Q1 | $554K | Buy |
7,570
+2,530
| +50% | +$185K | 0.12% | 35 |
|
|
2022
Q4 | $499K | Hold |
5,040
| – | – | 0.37% | 33 |
|
|
2022
Q3 | $422K | Hold |
5,040
| – | – | 0.4% | 36 |
|
|
2022
Q2 | $415K | Hold |
5,040
| – | – | 0.31% | 40 |
|
|
2022
Q1 | $444K | Hold |
5,040
| – | – | 0.25% | 43 |
|
|
2021
Q4 | $445K | Hold |
5,040
| – | – | 0.08% | 49 |
|
|
2021
Q3 | $398K | Hold |
5,040
| – | – | 0.21% | 40 |
|
|
2021
Q2 | $450K | Sell |
5,040
-40
| -0.8% | -$3.57K | 0.24% | 38 |
|
|
2021
Q1 | $472K | Hold |
5,080
| – | – | 0.23% | 35 |
|
|
2020
Q4 | $438K | Sell |
5,080
-1,925
| -27% | -$166K | 0.27% | 35 |
|
|
2020
Q3 | $597K | Hold |
7,005
| – | – | 0.57% | 31 |
|
|
2020
Q2 | $524K | Hold |
7,005
| – | – | 0.54% | 26 |
|
|
2020
Q1 | $428K | Hold |
7,005
| – | – | 0.56% | 27 |
|
|
2019
Q4 | $554K | Buy |
+7,005
| New | +$554K | 0.55% | 28 |
|