OIA
OneDigital Investment Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
16,546
+41
| +0.2% | +$3.9K | 0.02% | 501 |
|
|
2025
Q1 | $1.61M | Buy |
16,505
+82
| +0.5% | +$7.98K | 0.02% | 458 |
|
|
2024
Q4 | $1.71M | Sell |
16,423
-1,688
| -9% | -$176K | 0.02% | 458 |
|
|
2024
Q3 | $1.79M | Sell |
18,111
-2,992
| -14% | -$295K | 0.02% | 469 |
|
|
2024
Q2 | $2.17M | Buy |
21,103
+4,726
| +29% | +$486K | 0.03% | 402 |
|
|
2024
Q1 | $2.03M | Sell |
16,377
-224
| -1% | -$27.8K | 0.03% | 332 |
|
|
2023
Q4 | $1.62M | Sell |
16,601
-2,338
| -12% | -$228K | 0.03% | 357 |
|
|
2023
Q3 | $1.61M | Buy |
18,939
+3,394
| +22% | +$289K | 0.03% | 321 |
|
|
2023
Q2 | $1.3M | Sell |
15,545
-883
| -5% | -$73.9K | 0.03% | 356 |
|
|
2023
Q1 | $1.2M | Buy |
16,428
+5,828
| +55% | +$427K | 0.03% | 360 |
|
|
2022
Q4 | $1.05M | Buy |
10,600
+1
| +0% | +$99 | 0.03% | 346 |
|
|
2022
Q3 | $887K | Buy |
10,599
+13
| +0.1% | +$1.09K | 0.03% | 319 |
|
|
2022
Q2 | $872K | Buy |
10,586
+503
| +5% | +$41.4K | 0.04% | 288 |
|
|
2022
Q1 | $888K | Buy |
10,083
+170
| +2% | +$15K | 0.03% | 306 |
|
|
2021
Q4 | $875K | Buy |
9,913
+2,475
| +33% | +$218K | 0.03% | 300 |
|
|
2021
Q3 | $587K | Sell |
7,438
-3,140
| -30% | -$248K | 0.02% | 379 |
|
|
2021
Q2 | $944K | Buy |
10,578
+24
| +0.2% | +$2.14K | 0.04% | 262 |
|
|
2021
Q1 | $980K | Buy |
10,554
+2,879
| +38% | +$267K | 0.05% | 242 |
|
|
2020
Q4 | $662K | Sell |
7,675
-33
| -0.4% | -$2.85K | 0.03% | 291 |
|
|
2020
Q3 | $657K | Buy |
7,708
+1,140
| +17% | +$97.2K | 0.05% | 253 |
|
|
2020
Q2 | $492K | Sell |
6,568
-141
| -2% | -$10.6K | 0.04% | 309 |
|
|
2020
Q1 | $410K | Buy |
6,709
+429
| +7% | +$26.2K | 0.04% | 306 |
|
|
2019
Q4 | $497K | Sell |
6,280
-96
| -2% | -$7.6K | 0.04% | 296 |
|
|
2019
Q3 | $446K | Sell |
6,376
-6,253
| -50% | -$437K | 0.04% | 300 |
|
|
2019
Q2 | $905K | Buy |
12,629
+6,629
| +110% | +$475K | 0.07% | 165 |
|
|
2019
Q1 | $409K | Buy |
6,000
+29
| +0.5% | +$1.98K | 0.06% | 192 |
|
|
2018
Q4 | $341K | Sell |
5,971
-2,139
| -26% | -$122K | 0.06% | 201 |
|
|
2018
Q3 | $553K | Buy |
8,110
+23
| +0.3% | +$1.57K | 0.13% | 101 |
|
|
2018
Q2 | $501K | Buy |
8,087
+26
| +0.3% | +$1.61K | 0.11% | 123 |
|
|
2018
Q1 | $533K | Buy |
8,061
+21
| +0.3% | +$1.39K | 0.12% | 116 |
|
|
2017
Q4 | $571K | Buy |
8,040
+2,189
| +37% | +$155K | 0.07% | 117 |
|
|
2017
Q3 | $423K | Sell |
5,851
-2,145
| -27% | -$155K | 0.16% | 85 |
|
|
2017
Q2 | $528K | Buy |
+7,996
| New | +$528K | 0.16% | 104 |
|