MWPCG
Measured Wealth Private Client Group’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,048
| Closed | -$417K | – | 198 |
|
|
2024
Q2 | $417K | Sell |
4,048
-1,319
| -25% | -$136K | 0.15% | 112 |
|
|
2024
Q1 | $665K | Buy |
5,367
+146
| +3% | +$18.1K | 0.23% | 73 |
|
|
2023
Q4 | $510K | Buy |
+5,221
| New | +$510K | 0.19% | 89 |
|
|
2021
Q4 | – | Sell |
-3,103
| Closed | -$245K | – | 162 |
|
|
2021
Q3 | $245K | Sell |
3,103
-709
| -19% | -$56K | 0.09% | 141 |
|
|
2021
Q2 | $340K | Buy |
3,812
+459
| +14% | +$40.9K | 0.11% | 125 |
|
|
2021
Q1 | $312K | Buy |
3,353
+97
| +3% | +$9.03K | 0.11% | 108 |
|
|
2020
Q4 | $281K | Buy |
3,256
+440
| +16% | +$38K | 0.12% | 102 |
|
|
2020
Q3 | $240K | Sell |
2,816
-102
| -3% | -$8.69K | 0.12% | 108 |
|
|
2020
Q2 | $218K | Buy |
+2,918
| New | +$218K | 0.13% | 103 |
|
|
2018
Q4 | – | Sell |
-655
| Closed | -$45K | – | 520 |
|
|
2018
Q3 | $45K | Buy |
+655
| New | +$45K | 0.03% | 381 |
|