Pinnacle Wealth Planning Services’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,430
| Closed | -$240K | – | 520 |
|
|
2024
Q3 | $240K | Buy |
2,430
+7
| +0.3% | +$691 | 0.03% | 381 |
|
|
2024
Q2 | $249K | Hold |
2,423
| – | – | 0.04% | 345 |
|
|
2024
Q1 | $300K | Sell |
2,423
-19
| -0.8% | -$2.35K | 0.04% | 294 |
|
|
2023
Q4 | $238K | Sell |
2,442
-10
| -0.4% | -$976 | 0.04% | 334 |
|
|
2023
Q3 | $208K | Sell |
2,452
-1
| -0% | -$85 | 0.03% | 353 |
|
|
2023
Q2 | $205K | Buy |
+2,453
| New | +$205K | 0.03% | 381 |
|
|
2021
Q1 | – | Sell |
-1,706
| Closed | -$98K | – | 1477 |
|
|
2020
Q4 | $98K | Buy |
+1,706
| New | +$98K | 0.02% | 473 |
|