Montag & Associates’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$16.1K | – | 1027 |
|
|
2024
Q4 | $16.1K | Hold |
150
| – | – | ﹤0.01% | 735 |
|
|
2024
Q3 | $14.8K | Sell |
150
-20,444
| -99% | -$2.02M | ﹤0.01% | 763 |
|
|
2024
Q2 | $2.12M | Buy |
20,594
+1,583
| +8% | +$163K | 0.11% | 157 |
|
|
2024
Q1 | $2.36M | Sell |
19,011
-1
| -0% | -$124 | 0.12% | 158 |
|
|
2023
Q4 | $1.92M | Buy |
19,012
+2,508
| +15% | +$253K | 0.11% | 163 |
|
|
2023
Q3 | $1.4M | Buy |
16,504
+1,862
| +13% | +$158K | 0.09% | 180 |
|
|
2023
Q2 | $1.22M | Sell |
14,642
-57
| -0.4% | -$4.77K | 0.08% | 185 |
|
|
2023
Q1 | $1.08M | Sell |
14,699
-1,003
| -6% | -$73.4K | 0.07% | 202 |
|
|
2022
Q4 | $1.06M | Sell |
15,702
-6,285
| -29% | -$426K | 0.07% | 196 |
|
|
2022
Q3 | $1.23M | Buy |
+21,987
| New | +$1.23M | 0.09% | 184 |
|
|
2022
Q1 | – | Sell |
-267
| Closed | -$16K | – | 876 |
|
|
2021
Q4 | $16K | Buy |
+267
| New | +$16K | ﹤0.01% | 696 |
|
|
2014
Q4 | – | Sell |
-9,750
| Closed | -$370K | – | 250 |
|
|
2014
Q3 | $370K | Hold |
9,750
| – | – | 0.06% | 194 |
|
|
2014
Q2 | $408K | Hold |
9,750
| – | – | 0.07% | 193 |
|
|
2014
Q1 | $438K | Hold |
9,750
| – | – | 0.07% | 170 |
|
|
2013
Q4 | $385K | Hold |
9,750
| – | – | 0.07% | 175 |
|
|
2013
Q3 | $362K | Sell |
9,750
-375
| -4% | -$13.9K | 0.07% | 172 |
|
|
2013
Q2 | $362K | Buy |
+10,125
| New | +$362K | 0.07% | 166 |
|