Institute for Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $228K | Hold |
|
|||||
2025
Q2 | $221K | Sell |
|
|||||
2025
Q1 | $361K | Hold |
|
|||||
2024
Q4 | $385K | Hold |
|
|||||
2024
Q3 | $366K | Hold |
|
|||||
2024
Q2 | $381K | Buy |
|
|||||
2024
Q1 | $336K | Hold |
|
|||||
2023
Q4 | $265K | Sell |
|
|||||
2023
Q3 | $236K | Hold |
|
|||||
2023
Q2 | $233K | Hold |
|
|||||
2023
Q1 | $203K | Buy |
|
|||||
2019
Q2 | – | Sell |
|
|||||
2019
Q1 | $205K | Buy |
|
|||||
2018
Q1 | – | Sell |
|
|||||
2017
Q4 | $217K | Buy |
|
|||||
2017
Q3 | – | Sell |
|
|||||
2017
Q2 | $201K | Buy |
|