Merriman Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $593K | Sell |
5,564
-673
| -11% | -$71.8K | 0.02% | 123 |
|
|
2024
Q3 | $615K | Buy |
6,237
+720
| +13% | +$71K | 0.03% | 131 |
|
|
2024
Q2 | $568K | Buy |
5,517
+29
| +0.5% | +$2.99K | 0.02% | 132 |
|
|
2024
Q1 | $680K | Buy |
5,488
+72
| +1% | +$8.92K | 0.03% | 119 |
|
|
2023
Q4 | $544K | Sell |
5,416
-1,471
| -21% | -$148K | 0.03% | 121 |
|
|
2023
Q3 | $586K | Buy |
6,887
+30
| +0.4% | +$2.55K | 0.03% | 108 |
|
|
2023
Q2 | $574K | Buy |
6,857
+18
| +0.3% | +$1.51K | 0.03% | 128 |
|
|
2023
Q1 | $501K | Buy |
+6,839
| New | +$501K | 0.03% | 129 |
|
|
2017
Q1 | – | Sell |
-68,177
| Closed | -$2.9M | – | 143 |
|
|
2016
Q4 | $2.9M | Sell |
68,177
-8,172
| -11% | -$348K | 0.79% | 30 |
|
|
2016
Q3 | $2.99M | Sell |
76,349
-1,744
| -2% | -$68.3K | 0.62% | 50 |
|
|
2016
Q2 | $2.7M | Buy |
+78,093
| New | +$2.7M | 0.76% | 37 |
|