Morningstar Investment Management’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 |
-7,837
| Closed | -$815K | – | 179 |
|
|
2024
Q4 | $815K | Hold |
7,837
| – | – | 0.06% | 93 |
|
|
2024
Q3 | $848K | Buy |
7,837
+262
| +3% | +$28.4K | 0.08% | 104 |
|
|
2024
Q2 | $780K | Hold |
7,575
| – | – | 0.08% | 100 |
|
|
2024
Q1 | $938K | Hold |
7,575
| – | – | 0.1% | 90 |
|
|
2023
Q4 | $740K | Buy |
7,575
+97
| +1% | +$9.48K | 0.09% | 106 |
|
|
2023
Q3 | $636K | Hold |
7,478
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $626K | Buy |
+7,478
| New | +$626K | 0.08% | 89 |
|