J.P. Morgan Private Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.3M | Sell |
62,352
-16
| -0% | -$1.36K | 0.02% | 492 |
|
|
2023
Q2 | $5.22M | Sell |
62,368
-3,242
| -5% | -$271K | 0.03% | 332 |
|
|
2023
Q1 | $4.8M | Buy |
65,610
+175
| +0.3% | +$12.8K | 0.01% | 598 |
|
|
2022
Q4 | $4.32M | Buy |
65,435
+1,383
| +2% | +$91.3K | 0.01% | 611 |
|
|
2022
Q3 | $3.57M | Sell |
64,052
-154
| -0.2% | -$8.59K | 0.01% | 651 |
|
|
2022
Q2 | $3.52M | Buy |
64,206
+2,331
| +4% | +$128K | 0.01% | 668 |
|
|
2022
Q1 | $3.63M | Buy |
61,875
+808
| +1% | +$47.4K | 0.01% | 700 |
|
|
2021
Q4 | $3.59M | Sell |
61,067
-2,712
| -4% | -$160K | 0.01% | 713 |
|
|
2021
Q3 | $3.36M | Sell |
63,779
-142
| -0.2% | -$7.47K | 0.01% | 705 |
|
|
2021
Q2 | $3.8M | Sell |
63,921
-1,391
| -2% | -$82.8K | 0.01% | 657 |
|
|
2021
Q1 | $4.05M | Buy |
65,312
+884
| +1% | +$54.8K | 0.01% | 562 |
|
|
2020
Q4 | $3.71M | Sell |
64,428
-1,866
| -3% | -$107K | 0.01% | 566 |
|
|
2020
Q3 | $3.77M | Sell |
66,294
-5,672
| -8% | -$322K | 0.01% | 496 |
|
|
2020
Q2 | $3.59M | Buy |
71,966
+4,913
| +7% | +$245K | 0.02% | 438 |
|
|
2020
Q1 | $2.73M | Sell |
67,053
-61,077
| -48% | -$2.49M | 0.02% | 466 |
|
|
2019
Q4 | $6.76M | Buy |
128,130
+9,298
| +8% | +$490K | 0.03% | 363 |
|
|
2019
Q3 | $5.55M | Buy |
118,832
+6,594
| +6% | +$308K | 0.03% | 384 |
|
|
2019
Q2 | $5.36M | Sell |
112,238
-18,894
| -14% | -$903K | 0.03% | 370 |
|
|
2019
Q1 | $5.96M | Buy |
131,132
+67,658
| +107% | +$3.07M | 0.03% | 372 |
|
|
2018
Q4 | $2.42M | Sell |
63,474
-24,444
| -28% | -$931K | 0.01% | 531 |
|
|
2018
Q3 | $4M | Buy |
87,918
+14,133
| +19% | +$642K | 0.02% | 476 |
|
|
2018
Q2 | $3.05M | Buy |
73,785
+5,568
| +8% | +$230K | 0.02% | 513 |
|
|
2018
Q1 | $3.01M | Buy |
68,217
+28,846
| +73% | +$1.27M | 0.02% | 412 |
|
|
2017
Q4 | $1.87M | Sell |
39,371
-1,170
| -3% | -$55.4K | 0.01% | 501 |
|
|
2017
Q3 | $1.96M | Buy |
40,541
+2,982
| +8% | +$144K | 0.01% | 467 |
|
|
2017
Q2 | $1.65M | Buy |
37,559
+9
| +0% | +$396 | 0.01% | 500 |
|
|
2017
Q1 | $1.68M | Buy |
37,550
+1,238
| +3% | +$55.5K | 0.01% | 502 |
|
|
2016
Q4 | $1.55M | Sell |
36,312
-4,095
| -10% | -$174K | 0.01% | 487 |
|
|
2016
Q3 | $1.58M | Sell |
40,407
-1,007
| -2% | -$39.5K | 0.01% | 490 |
|
|
2016
Q2 | $1.43M | Sell |
41,414
-436
| -1% | -$15.1K | 0.01% | 506 |
|
|
2016
Q1 | $1.53M | Sell |
41,850
-103,266
| -71% | -$3.77M | 0.01% | 462 |
|
|
2015
Q4 | $4.59M | Buy |
145,116
+12,102
| +9% | +$382K | 0.05% | 244 |
|
|
2015
Q3 | $4.63M | Sell |
133,014
-4,883
| -4% | -$170K | 0.06% | 235 |
|
|
2015
Q2 | $5.87M | Sell |
137,897
-1,569
| -1% | -$66.7K | 0.07% | 230 |
|
|
2015
Q1 | $5.87M | Sell |
139,466
-22,720
| -14% | -$956K | 0.07% | 229 |
|
|
2014
Q4 | $7.35M | Buy |
162,186
+10,044
| +7% | +$455K | 0.09% | 208 |
|
|
2014
Q3 | $5.77M | Buy |
152,142
+9
| +0% | +$341 | 0.07% | 232 |
|
|
2014
Q2 | $6.37M | Sell |
152,133
-4,212
| -3% | -$176K | 0.11% | 186 |
|
|
2014
Q1 | $7.03M | Sell |
156,345
-3,336
| -2% | -$150K | 0.13% | 169 |
|
|
2013
Q4 | $6.3M | Buy |
159,681
+2,421
| +2% | +$95.5K | 0.13% | 170 |
|
|
2013
Q3 | $5.84M | Buy |
157,260
+20,196
| +15% | +$749K | 0.13% | 168 |
|
|
2013
Q2 | $4.9M | Buy |
+137,064
| New | +$4.9M | 0.12% | 172 |
|