Plante Moran Financial Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-102
| Closed | -$6K | – | 956 |
|
|
2021
Q4 | $6K | Sell |
102
-813
| -89% | -$47K | ﹤0.01% | 790 |
|
|
2021
Q3 | $48K | Hold |
915
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $54K | Sell |
915
-305
| -25% | -$18.7K | 0.01% | 355 |
|
|
2021
Q1 | $76K | Hold |
1,220
| – | – | 0.02% | 288 |
|
|
2020
Q4 | $70K | Hold |
1,220
| – | – | 0.02% | 294 |
|
|
2020
Q3 | $69K | Buy |
1,220
+305
| +33% | +$17.1K | 0.02% | 271 |
|
|
2020
Q2 | $46K | Sell |
915
-80
| -8% | -$3.74K | 0.02% | 305 |
|
|
2020
Q1 | $41K | Sell |
995
-1,201
| -55% | -$56.5K | 0.02% | 282 |
|
|
2019
Q4 | $116K | Hold |
2,196
| – | – | 0.04% | 219 |
|
|
2019
Q3 | $102K | Hold |
2,196
| – | – | 0.03% | 236 |
|
|
2019
Q2 | $105K | Hold |
2,196
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $100K | Hold |
2,196
| – | – | 0.03% | 223 |
|
|
2018
Q4 | $84K | Buy |
2,196
+1,110
| +102% | +$44.3K | 0.03% | 227 |
|
|
2018
Q3 | $49K | Hold |
1,086
| – | – | 0.02% | 296 |
|
|
2018
Q2 | $45K | Sell |
1,086
-134
| -11% | -$5.79K | 0.02% | 347 |
|
|
2018
Q1 | $54K | Sell |
1,220
-526
| -30% | -$24.9K | 0.03% | 331 |
|
|
2017
Q4 | $83K | Sell |
1,746
-707
| -29% | -$33.4K | 0.05% | 259 |
|
|
2017
Q3 | $118K | Sell |
2,453
-103
| -4% | -$4.65K | 0.07% | 180 |
|
|
2017
Q2 | $113K | Sell |
2,556
-632
| -20% | -$27.3K | 0.07% | 186 |
|
|
2017
Q1 | $143K | Sell |
3,188
-150
| -4% | -$6.76K | 0.09% | 165 |
|
|
2016
Q4 | $142K | Hold |
3,338
| – | – | 0.09% | 175 |
|
|
2016
Q3 | $131K | Buy |
3,338
+51
| +2% | +$1.94K | 0.09% | 164 |
|
|
2016
Q2 | $114K | Buy |
3,287
+393
| +14% | +$14.5K | 0.08% | 168 |
|
|
2016
Q1 | $105K | Buy |
2,894
+45
| +2% | +$1.51K | 0.08% | 173 |
|
|
2015
Q4 | $90K | Buy |
2,849
+57
| +2% | +$1.94K | 0.07% | 205 |
|
|
2015
Q3 | $97K | Buy |
2,792
+189
| +7% | +$7.66K | 0.08% | 180 |
|
|
2015
Q2 | $111K | Hold |
2,603
| – | – | 0.08% | 178 |
|
|
2015
Q1 | $110K | Hold |
2,603
| – | – | 0.08% | 177 |
|
|
2014
Q4 | $118K | Hold |
2,603
| – | – | 0.09% | 167 |
|
|
2014
Q3 | $99K | Buy |
2,603
+915
| +54% | +$38.1K | 0.09% | 168 |
|
|
2014
Q2 | $71K | Buy |
+1,688
| New | +$72.1K | 0.06% | 185 |
|
Other funds holding PCAR
