Omnia Family Wealth’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
4,204
-92
| -2% | -$8.75K | 0.14% | 49 |
|
|
2025
Q1 | $418K | Buy |
4,296
+295
| +7% | +$28.7K | 0.18% | 49 |
|
|
2024
Q4 | $428K | Buy |
4,001
+8
| +0.2% | +$856 | 0.18% | 43 |
|
|
2024
Q3 | $394K | Buy |
3,993
+98
| +3% | +$9.67K | 0.17% | 51 |
|
|
2024
Q2 | $401K | Sell |
3,895
-26
| -0.7% | -$2.68K | 0.17% | 48 |
|
|
2024
Q1 | $486K | Buy |
3,921
+26
| +0.7% | +$3.22K | 0.23% | 41 |
|
|
2023
Q4 | $393K | Hold |
3,895
| – | – | 0.2% | 44 |
|
|
2023
Q3 | $331K | Hold |
3,895
| – | – | 0.21% | 48 |
|
|
2023
Q2 | $326K | Hold |
3,895
| – | – | 0.22% | 54 |
|
|
2023
Q1 | $285K | Sell |
3,895
-1
| -0% | -$73 | 0.22% | 52 |
|
|
2022
Q4 | $257K | Hold |
3,896
| – | – | 0.21% | 56 |
|
|
2022
Q3 | $217K | Hold |
3,896
| – | – | 0.18% | 56 |
|
|
2022
Q2 | $214K | Hold |
3,896
| – | – | 0.16% | 61 |
|
|
2022
Q1 | $229K | Hold |
3,896
| – | – | 0.15% | 63 |
|
|
2021
Q4 | $229K | Hold |
3,896
| – | – | 0.14% | 65 |
|
|
2021
Q3 | $205K | Hold |
3,896
| – | – | 0.14% | 66 |
|
|
2021
Q2 | $232K | Hold |
3,896
| – | – | 0.15% | 62 |
|
|
2021
Q1 | $241K | Hold |
3,896
| – | – | 0.18% | 59 |
|
|
2020
Q4 | $226K | Hold |
3,896
| – | – | 0.21% | 66 |
|
|
2020
Q3 | $221K | Buy |
+3,896
| New | +$221K | 0.21% | 62 |
|
|
2020
Q1 | – | Sell |
-3,896
| Closed | -$211K | – | 85 |
|
|
2019
Q4 | $211K | Buy |
+3,896
| New | +$211K | 0.1% | 89 |
|
|
2019
Q2 | – | Sell |
-3,896
| Closed | -$177K | – | 400 |
|
|
2019
Q1 | $177K | Hold |
3,896
| – | – | 0.09% | 101 |
|
|
2018
Q4 | $154K | Hold |
3,896
| – | – | 0.08% | 99 |
|
|
2018
Q3 | $177K | Sell |
3,896
-205
| -5% | -$9.31K | 0.08% | 93 |
|
|
2018
Q2 | $169K | Hold |
4,101
| – | – | 0.08% | 93 |
|
|
2018
Q1 | $181K | Hold |
4,101
| – | – | 0.08% | 91 |
|
|
2017
Q4 | $198K | Hold |
4,101
| – | – | 0.09% | 90 |
|
|
2017
Q3 | $198K | Sell |
4,101
-65
| -2% | -$3.14K | 0.1% | 87 |
|
|
2017
Q2 | $183K | Sell |
4,166
-2,853
| -41% | -$125K | 0.09% | 91 |
|
|
2017
Q1 | $314K | Buy |
7,019
+36
| +0.5% | +$1.61K | 0.15% | 60 |
|
|
2016
Q4 | $300K | Buy |
+6,983
| New | +$300K | 0.15% | 67 |
|