KWA
KCS Wealth Advisory’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.06M | Sell |
36,041
-10,808
| -23% | -$919K | 1.31% | 16 |
|
|
2023
Q2 | $3.92M | Buy |
46,849
+1,835
| +4% | +$153K | 1.36% | 13 |
|
|
2023
Q1 | $3.3M | Buy |
45,014
+14,656
| +48% | +$1.07M | 1.25% | 18 |
|
|
2022
Q4 | $3M | Buy |
30,358
+470
| +2% | +$46.5K | 1.25% | 21 |
|
|
2022
Q3 | $2.5M | Buy |
29,888
+3,416
| +13% | +$286K | 1.15% | 20 |
|
|
2022
Q2 | $2.18M | Buy |
26,472
+1,950
| +8% | +$161K | 0.97% | 33 |
|
|
2022
Q1 | $2.16M | Buy |
24,522
+1,505
| +7% | +$133K | 1% | 33 |
|
|
2021
Q4 | $2.03M | Buy |
23,017
+1,838
| +9% | +$162K | 0.82% | 37 |
|
|
2021
Q3 | $1.67M | Buy |
21,179
+8,260
| +64% | +$652K | 0.79% | 40 |
|
|
2021
Q2 | $1.15M | Buy |
12,919
+492
| +4% | +$43.9K | 0.54% | 66 |
|
|
2021
Q1 | $1.16M | Buy |
12,427
+627
| +5% | +$58.3K | 0.6% | 60 |
|
|
2020
Q4 | $1.02M | Buy |
11,800
+475
| +4% | +$41K | 0.67% | 57 |
|
|
2020
Q3 | $966K | Sell |
11,325
-10,427
| -48% | -$889K | 0.77% | 51 |
|
|
2020
Q2 | $1.63M | Buy |
21,752
+368
| +2% | +$27.5K | 1.35% | 18 |
|
|
2020
Q1 | $1.31M | Buy |
21,384
+163
| +0.8% | +$9.96K | 1.33% | 18 |
|
|
2019
Q4 | $1.68M | Sell |
21,221
-148
| -0.7% | -$11.7K | 1.26% | 12 |
|
|
2019
Q3 | $1.5M | Buy |
21,369
+1,050
| +5% | +$73.5K | 1.03% | 15 |
|
|
2019
Q2 | $1.46M | Buy |
20,319
+487
| +2% | +$34.9K | 1.15% | 13 |
|
|
2019
Q1 | $1.35M | Buy |
19,832
+1,391
| +8% | +$94.8K | 1.18% | 14 |
|
|
2018
Q4 | $1.05M | Buy |
18,441
+2,761
| +18% | +$158K | 1.11% | 18 |
|
|
2018
Q3 | $1.07M | Buy |
15,680
+1,127
| +8% | +$76.8K | 0.99% | 23 |
|
|
2018
Q2 | $902K | Buy |
14,553
+2,140
| +17% | +$133K | 0.84% | 34 |
|
|
2018
Q1 | $821K | Buy |
12,413
+2,460
| +25% | +$163K | 0.75% | 43 |
|
|
2017
Q4 | $707K | Buy |
+9,953
| New | +$707K | 0.68% | 49 |
|