PWLP
Prio Wealth Limited Partnership’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.36M | Hold |
23,955
| – | – | 0.07% | 107 |
|
|
2024
Q2 | $2.47M | Hold |
23,955
| – | – | 0.07% | 105 |
|
|
2024
Q1 | $2.97M | Hold |
23,955
| – | – | 0.09% | 103 |
|
|
2023
Q4 | $2.34M | Hold |
23,955
| – | – | 0.08% | 107 |
|
|
2023
Q3 | $2.04M | Hold |
23,955
| – | – | 0.08% | 109 |
|
|
2023
Q2 | $2M | Hold |
23,955
| – | – | 0.07% | 112 |
|
|
2023
Q1 | $1.75M | Buy |
23,955
+7,983
| +50% | +$584K | 0.07% | 113 |
|
|
2022
Q4 | $1.58M | Buy |
15,972
+641
| +4% | +$63.4K | 0.06% | 118 |
|
|
2022
Q3 | $1.28M | Sell |
15,331
-644
| -4% | -$53.9K | 0.06% | 125 |
|
|
2022
Q2 | $1.32M | Hold |
15,975
| – | – | 0.05% | 125 |
|
|
2022
Q1 | $1.41M | Sell |
15,975
-400
| -2% | -$35.2K | 0.05% | 131 |
|
|
2021
Q4 | $1.45M | Hold |
16,375
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $1.29M | Sell |
16,375
-283
| -2% | -$22.3K | 0.04% | 140 |
|
|
2021
Q2 | $1.49M | Hold |
16,658
| – | – | 0.05% | 136 |
|
|
2021
Q1 | $1.55M | Sell |
16,658
-2,475
| -13% | -$230K | 0.06% | 128 |
|
|
2020
Q4 | $1.65M | Sell |
19,133
-84
| -0.4% | -$7.25K | 0.06% | 121 |
|
|
2020
Q3 | $1.64M | Hold |
19,217
| – | – | 0.07% | 113 |
|
|
2020
Q2 | $1.44M | Hold |
19,217
| – | – | 0.07% | 116 |
|
|
2020
Q1 | $1.18M | Hold |
19,217
| – | – | 0.06% | 119 |
|
|
2019
Q4 | $1.52M | Sell |
19,217
-600
| -3% | -$47.5K | 0.06% | 122 |
|
|
2019
Q3 | $1.39M | Hold |
19,817
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $1.42M | Hold |
19,817
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $1.35M | Sell |
19,817
-5,295
| -21% | -$361K | 0.06% | 128 |
|
|
2018
Q4 | $1.43M | Sell |
25,112
-138
| -0.5% | -$7.88K | 0.08% | 120 |
|
|
2018
Q3 | $1.72M | Sell |
25,250
-1,895
| -7% | -$129K | 0.08% | 121 |
|
|
2018
Q2 | $1.68M | Sell |
27,145
-1,309
| -5% | -$81.1K | 0.08% | 120 |
|
|
2018
Q1 | $1.88M | Sell |
28,454
-2,010
| -7% | -$133K | 0.09% | 117 |
|
|
2017
Q4 | $2.17M | Hold |
30,464
| – | – | 0.1% | 112 |
|
|
2017
Q3 | $2.2M | Sell |
30,464
-183
| -0.6% | -$13.2K | 0.11% | 111 |
|
|
2017
Q2 | $2.02M | Hold |
30,647
| – | – | 0.1% | 115 |
|
|
2017
Q1 | $2.06M | Hold |
30,647
| – | – | 0.11% | 113 |
|
|
2016
Q4 | $1.96M | Sell |
30,647
-65
| -0.2% | -$4.15K | 0.1% | 116 |
|
|
2016
Q3 | $1.81M | Sell |
30,712
-62
| -0.2% | -$3.64K | 0.1% | 121 |
|
|
2016
Q2 | $1.6M | Sell |
30,774
-750
| -2% | -$38.9K | 0.09% | 124 |
|
|
2016
Q1 | $1.72M | Sell |
31,524
-2,295
| -7% | -$126K | 0.09% | 124 |
|
|
2015
Q4 | $1.6M | Sell |
33,819
-2,200
| -6% | -$104K | 0.09% | 123 |
|
|
2015
Q3 | $1.88M | Sell |
36,019
-2,500
| -6% | -$130K | 0.11% | 117 |
|
|
2015
Q2 | $2.46M | Sell |
38,519
-1,237
| -3% | -$78.9K | 0.13% | 113 |
|
|
2015
Q1 | $2.51M | Sell |
39,756
-325
| -0.8% | -$20.5K | 0.12% | 112 |
|
|
2014
Q4 | $2.73M | Sell |
40,081
-17
| -0% | -$1.16K | 0.14% | 110 |
|
|
2014
Q3 | $2.28M | Sell |
40,098
-375
| -0.9% | -$21.3K | 0.12% | 113 |
|
|
2014
Q2 | $2.54M | Sell |
40,473
-983
| -2% | -$61.7K | 0.13% | 110 |
|
|
2014
Q1 | $2.8M | Sell |
41,456
-3,038
| -7% | -$205K | 0.14% | 109 |
|
|
2013
Q4 | $2.63M | Hold |
44,494
| – | – | 0.13% | 115 |
|
|
2013
Q3 | $2.48M | Hold |
44,494
| – | – | 0.14% | 114 |
|
|
2013
Q2 | $2.39M | Buy |
+44,494
| New | +$2.39M | 0.14% | 113 |
|