MWM
Moran Wealth Management’s PACCAR PCAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.7M | Buy |
249,480
+14,313
| +6% | +$1.36M | 0.73% | 27 |
|
2025
Q1 | $22.9M | Buy |
235,167
+52,525
| +29% | +$5.11M | 0.77% | 26 |
|
2024
Q4 | $19M | Sell |
182,642
-38,060
| -17% | -$3.96M | 0.61% | 45 |
|
2024
Q3 | $21.8M | Sell |
220,702
-74,434
| -25% | -$7.35M | 0.67% | 42 |
|
2024
Q2 | $30.4M | Buy |
295,136
+92,186
| +45% | +$9.49M | 1% | 16 |
|
2024
Q1 | $25.1M | Sell |
202,950
-5,392
| -3% | -$668K | 0.81% | 23 |
|
2023
Q4 | $20.3M | Sell |
208,342
-7,157
| -3% | -$699K | 0.72% | 34 |
|
2023
Q3 | $18.3M | Sell |
215,499
-2,746
| -1% | -$233K | 0.71% | 41 |
|
2023
Q2 | $18.3M | Sell |
218,245
-7,173
| -3% | -$600K | 0.69% | 49 |
|
2023
Q1 | $16.5M | Buy |
225,418
+97,485
| +76% | +$7.14M | 0.62% | 60 |
|
2022
Q4 | $12.7M | Buy |
+127,933
| New | +$12.7M | 0.48% | 71 |
|