KJWM
Kiley Juergens Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
28,921
+5
| +0% | +$475 | 0.63% | 35 |
|
|
2025
Q1 | $2.82M | Buy |
28,916
+313
| +1% | +$30.5K | 0.75% | 30 |
|
|
2024
Q4 | $2.98M | Sell |
28,603
-477
| -2% | -$49.6K | 0.75% | 31 |
|
|
2024
Q3 | $2.87M | Sell |
29,080
-96
| -0.3% | -$9.47K | 0.74% | 31 |
|
|
2024
Q2 | $3M | Sell |
29,176
-427
| -1% | -$44K | 0.83% | 27 |
|
|
2024
Q1 | $3.67M | Sell |
29,603
-197
| -0.7% | -$24.4K | 1.13% | 19 |
|
|
2023
Q4 | $2.91M | Sell |
29,800
-397
| -1% | -$38.8K | 0.97% | 27 |
|
|
2023
Q3 | $2.57M | Sell |
30,197
-46
| -0.2% | -$3.91K | 0.93% | 27 |
|
|
2023
Q2 | $2.53M | Sell |
30,243
-46
| -0.2% | -$3.85K | 0.87% | 27 |
|
|
2023
Q1 | $2.22M | Buy |
30,289
+11,265
| +59% | +$825K | 0.83% | 30 |
|
|
2022
Q4 | $1.88M | Sell |
19,024
-171
| -0.9% | -$16.9K | 0.79% | 30 |
|
|
2022
Q3 | $1.61M | Sell |
19,195
-110
| -0.6% | -$9.2K | 0.76% | 30 |
|
|
2022
Q2 | $1.59M | Buy |
19,305
+8,928
| +86% | +$735K | 0.75% | 31 |
|
|
2022
Q1 | $914K | Sell |
10,377
-3,222
| -24% | -$284K | 0.44% | 35 |
|
|
2021
Q4 | $1.2M | Buy |
13,599
+253
| +2% | +$22.3K | 0.46% | 41 |
|
|
2021
Q3 | $1.05M | Buy |
13,346
+3
| +0% | +$237 | 0.46% | 39 |
|
|
2021
Q2 | $1.19M | Buy |
13,343
+1,403
| +12% | +$125K | 0.55% | 35 |
|
|
2021
Q1 | $1.11M | Sell |
11,940
-97
| -0.8% | -$9.01K | 0.58% | 35 |
|
|
2020
Q4 | $1.04M | Buy |
12,037
+1,452
| +14% | +$125K | 0.61% | 31 |
|
|
2020
Q3 | $902K | Sell |
10,585
-1,630
| -13% | -$139K | 0.66% | 28 |
|
|
2020
Q2 | $914K | Buy |
12,215
+3
| +0% | +$224 | 0.76% | 28 |
|
|
2020
Q1 | $746K | Sell |
12,212
-396
| -3% | -$24.2K | 0.77% | 28 |
|
|
2019
Q4 | $997K | Sell |
12,608
-6,298
| -33% | -$498K | 0.88% | 26 |
|
|
2019
Q3 | $1.32M | Sell |
18,906
-396
| -2% | -$27.7K | 1.45% | 17 |
|
|
2019
Q2 | $1.38M | Buy |
19,302
+280
| +1% | +$20.1K | 1.56% | 16 |
|
|
2019
Q1 | $1.3M | Buy |
19,022
+329
| +2% | +$22.4K | 1.61% | 15 |
|
|
2018
Q4 | $1.07M | Buy |
18,693
+2,058
| +12% | +$118K | 1.5% | 17 |
|
|
2018
Q3 | $1.13M | Buy |
16,635
+1,608
| +11% | +$110K | 0.85% | 22 |
|
|
2018
Q2 | $931K | Buy |
15,027
+2,740
| +22% | +$170K | 0.83% | 24 |
|
|
2018
Q1 | $813K | Sell |
12,287
-8,539
| -41% | -$565K | 0.88% | 26 |
|
|
2017
Q4 | $1.48M | Buy |
+20,826
| New | +$1.48M | 1.33% | 15 |
|