J.W. Cole Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
13,445
+2,858
| +27% | +$272K | 0.03% | 582 |
|
|
2025
Q1 | $1.03M | Sell |
10,587
-3,112
| -23% | -$303K | 0.03% | 529 |
|
|
2024
Q4 | $1.42M | Buy |
13,699
+3
| +0% | +$312 | 0.06% | 328 |
|
|
2024
Q3 | $1.35M | Sell |
13,696
-56
| -0.4% | -$5.53K | 0.06% | 323 |
|
|
2024
Q2 | $1.42M | Sell |
13,752
-183
| -1% | -$18.8K | 0.07% | 280 |
|
|
2024
Q1 | $1.72M | Buy |
13,935
+125
| +0.9% | +$15.5K | 0.09% | 237 |
|
|
2023
Q4 | $1.35M | Buy |
13,810
+4,146
| +43% | +$405K | 0.08% | 254 |
|
|
2023
Q3 | $822K | Sell |
9,664
-257
| -3% | -$21.9K | 0.06% | 293 |
|
|
2023
Q2 | $830K | Buy |
9,921
+19
| +0.2% | +$1.59K | 0.06% | 299 |
|
|
2023
Q1 | $725K | Buy |
9,902
+24
| +0.2% | +$1.76K | 0.05% | 356 |
|
|
2022
Q4 | $652K | Buy |
9,878
+30
| +0.3% | +$1.98K | 0.05% | 347 |
|
|
2022
Q3 | $549K | Sell |
9,848
-298
| -3% | -$16.6K | 0.05% | 374 |
|
|
2022
Q2 | $557K | Buy |
10,146
+1
| +0% | +$55 | 0.04% | 382 |
|
|
2022
Q1 | $596K | Sell |
10,145
-294
| -3% | -$17.3K | 0.04% | 405 |
|
|
2021
Q4 | $614K | Buy |
10,439
+903
| +9% | +$53.1K | 0.04% | 399 |
|
|
2021
Q3 | $502K | Hold |
9,536
| – | – | 0.04% | 258 |
|
|
2021
Q2 | $567K | Sell |
9,536
-37
| -0.4% | -$2.2K | 0.04% | 396 |
|
|
2021
Q1 | $593K | Buy |
9,573
+15
| +0.2% | +$929 | 0.06% | 342 |
|
|
2020
Q4 | $550K | Buy |
9,558
+5,190
| +119% | +$299K | 0.06% | 324 |
|
|
2020
Q3 | $248K | Buy |
+4,368
| New | +$248K | 0.02% | 602 |
|
|
2020
Q2 | – | Sell |
-9,000
| Closed | -$367K | – | 316 |
|
|
2020
Q1 | $367K | Sell |
9,000
-7,317
| -45% | -$298K | 0.71% | 46 |
|
|
2019
Q4 | $860K | Buy |
+16,317
| New | +$860K | 0.11% | 211 |
|