Mission 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
Q2 | – | Sell |
-5,758
| Closed | -$713K | – | 655 |
|
|
2024
Q1 | $713K | Buy |
5,758
+1,693
| +42% | +$210K | 0.02% | 338 |
|
|
2023
Q4 | $397K | Buy |
4,065
+74
| +2% | +$7.23K | 0.01% | 406 |
|
|
2023
Q3 | $339K | Sell |
3,991
-27
| -0.7% | -$2.3K | 0.01% | 408 |
|
|
2023
Q2 | $336K | Buy |
4,018
+60
| +2% | +$5.02K | 0.01% | 411 |
|
|
2023
Q1 | $290K | Buy |
3,958
+61
| +2% | +$4.47K | 0.01% | 432 |
|
|
2022
Q4 | $257K | Buy |
3,897
+30
| +0.8% | +$1.98K | 0.01% | 430 |
|
|
2022
Q3 | $216K | Buy |
3,867
+9
| +0.2% | +$503 | 0.01% | 436 |
|
|
2022
Q2 | $212K | Sell |
3,858
-2,705
| -41% | -$149K | 0.01% | 453 |
|
|
2022
Q1 | $386K | Sell |
6,563
-124
| -2% | -$7.29K | 0.02% | 350 |
|
|
2021
Q4 | $393K | Buy |
6,687
+111
| +2% | +$6.52K | 0.02% | 354 |
|
|
2021
Q3 | $346K | Buy |
+6,576
| New | +$346K | 0.02% | 356 |
|
|
2021
Q1 | – | Sell |
-3,543
| Closed | -$204K | – | 453 |
|
|
2020
Q4 | $204K | Hold |
3,543
| – | – | 0.01% | 397 |
|
|
2020
Q3 | $201K | Buy |
+3,543
| New | +$201K | 0.02% | 344 |
|
|
2020
Q1 | – | Sell |
-4,142
| Closed | -$218K | – | 338 |
|
|
2019
Q4 | $218K | Buy |
+4,142
| New | +$218K | 0.02% | 313 |
|