IFWM
Institute for Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
2,322
-1,383
| -37% | -$131K | 0.02% | 515 |
|
|
2025
Q1 | $361K | Hold |
3,705
| – | – | 0.05% | 369 |
|
|
2024
Q4 | $385K | Hold |
3,705
| – | – | 0.05% | 344 |
|
|
2024
Q3 | $366K | Hold |
3,705
| – | – | 0.05% | 366 |
|
|
2024
Q2 | $381K | Buy |
3,705
+989
| +36% | +$102K | 0.05% | 337 |
|
|
2024
Q1 | $336K | Hold |
2,716
| – | – | 0.04% | 360 |
|
|
2023
Q4 | $265K | Sell |
2,716
-64
| -2% | -$6.25K | 0.04% | 393 |
|
|
2023
Q3 | $236K | Hold |
2,780
| – | – | 0.04% | 394 |
|
|
2023
Q2 | $233K | Hold |
2,780
| – | – | 0.04% | 405 |
|
|
2023
Q1 | $203K | Buy |
+2,780
| New | +$203K | 0.04% | 426 |
|
|
2019
Q2 | – | Sell |
-3,008
| Closed | -$205K | – | 488 |
|
|
2019
Q1 | $205K | Buy |
+3,008
| New | +$205K | 0.04% | 411 |
|
|
2018
Q1 | – | Sell |
-3,059
| Closed | -$217K | – | 358 |
|
|
2017
Q4 | $217K | Buy |
+3,059
| New | +$217K | 0.05% | 348 |
|
|
2017
Q3 | – | Sell |
-3,050
| Closed | -$201K | – | 350 |
|
|
2017
Q2 | $201K | Buy |
+3,050
| New | +$201K | 0.06% | 377 |
|