Perigon Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
6,104
-577
| -9% | -$54.8K | 0.01% | 628 |
|
|
2025
Q1 | $650K | Sell |
6,681
-101
| -1% | -$9.83K | 0.02% | 566 |
|
|
2024
Q4 | $742K | Buy |
6,782
+3,963
| +141% | +$434K | 0.02% | 523 |
|
|
2024
Q3 | $278K | Sell |
2,819
-59
| -2% | -$5.82K | 0.01% | 818 |
|
|
2024
Q2 | $296K | Buy |
2,878
+221
| +8% | +$22.7K | 0.01% | 696 |
|
|
2024
Q1 | $329K | Sell |
2,657
-240
| -8% | -$29.7K | 0.01% | 659 |
|
|
2023
Q4 | $283K | Sell |
2,897
-276
| -9% | -$26.9K | 0.01% | 673 |
|
|
2023
Q3 | $270K | Buy |
3,173
+703
| +28% | +$59.8K | 0.01% | 626 |
|
|
2023
Q2 | $207K | Buy |
+2,470
| New | +$207K | 0.01% | 725 |
|
|
2021
Q1 | – | Sell |
-1,014
| Closed | -$58K | – | 867 |
|
|
2020
Q4 | $58K | Buy |
+1,014
| New | +$58K | 0.01% | 695 |
|