Pathstone Family Office’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.4M | Buy |
51,297
+11,747
| +30% | +$1.01M | 0.03% | 294 |
|
|
2023
Q2 | $3.34M | Sell |
39,550
-2,108
| -5% | -$178K | 0.05% | 224 |
|
|
2023
Q1 | $3.07M | Sell |
41,658
-58,608
| -58% | -$4.32M | 0.05% | 217 |
|
|
2022
Q4 | $5.99M | Buy |
100,266
+8,644
| +9% | +$517K | 0.05% | 249 |
|
|
2022
Q3 | $5.19M | Buy |
91,622
+53,954
| +143% | +$3.06M | 0.05% | 224 |
|
|
2022
Q2 | $2.07M | Buy |
37,668
+2,449
| +7% | +$134K | 0.05% | 211 |
|
|
2022
Q1 | $2.11M | Sell |
35,219
-999
| -3% | -$59.8K | 0.05% | 169 |
|
|
2021
Q4 | $2.13M | Buy |
36,218
+4,112
| +13% | +$242K | 0.05% | 182 |
|
|
2021
Q3 | $1.69M | Buy |
32,106
+3
| +0% | +$158 | 0.05% | 191 |
|
|
2021
Q2 | $1.91M | Buy |
32,103
+1,113
| +4% | +$66.2K | 0.06% | 161 |
|
|
2021
Q1 | $1.92M | Buy |
30,990
+20,133
| +185% | +$1.25M | 0.06% | 131 |
|
|
2020
Q4 | $624K | Buy |
10,857
+10,849
| +135,613% | +$624K | 0.03% | 151 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 955 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 908 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 812 |
|
|
2017
Q2 | – | Sell |
-9
| Closed | – | – | 574 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 609 |
|