LWM
Lodestone Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
14,711
-705
| -5% | -$67K | 0.68% | 50 |
|
|
2025
Q1 | $1.5M | Sell |
15,416
-806
| -5% | -$78.5K | 0.8% | 45 |
|
|
2024
Q4 | $1.69M | Sell |
16,222
-2,876
| -15% | -$299K | 0.85% | 42 |
|
|
2024
Q3 | $1.88M | Sell |
19,098
-1,924
| -9% | -$190K | 0.94% | 36 |
|
|
2024
Q2 | $2.16M | Sell |
21,022
-1,035
| -5% | -$107K | 1.14% | 31 |
|
|
2024
Q1 | $2.73M | Sell |
22,057
-711
| -3% | -$88.1K | 1.43% | 22 |
|
|
2023
Q4 | $2.22M | Hold |
22,768
| – | – | 1.29% | 30 |
|
|
2023
Q3 | $1.94M | Hold |
22,768
| – | – | 1.36% | 23 |
|
|
2023
Q2 | $1.9M | Sell |
22,768
-723
| -3% | -$60.5K | 1.3% | 25 |
|
|
2023
Q1 | $1.72M | Buy |
23,491
+7,830
| +50% | +$573K | 1.33% | 26 |
|
|
2022
Q4 | $1.55M | Buy |
+15,661
| New | +$1.55M | 1.25% | 31 |
|