RPWA
Regent Peak Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $263K | Sell |
2,703
-30
| -1% | -$2.92K | 0.06% | 131 |
|
|
2024
Q4 | $284K | Buy |
2,733
+13
| +0.5% | +$1.35K | 0.06% | 129 |
|
|
2024
Q3 | $268K | Buy |
2,720
+44
| +2% | +$4.34K | 0.06% | 131 |
|
|
2024
Q2 | $275K | Buy |
2,676
+3
| +0.1% | +$309 | 0.06% | 132 |
|
|
2024
Q1 | $331K | Sell |
2,673
-53
| -2% | -$6.57K | 0.08% | 111 |
|
|
2023
Q4 | $266K | Buy |
2,726
+57
| +2% | +$5.57K | 0.07% | 122 |
|
|
2023
Q3 | $227K | Sell |
2,669
-17
| -0.6% | -$1.45K | 0.07% | 131 |
|
|
2023
Q2 | $225K | Buy |
+2,686
| New | +$225K | 0.07% | 137 |
|
|
2021
Q1 | – | Sell |
-1,610
| Closed | -$139K | – | 735 |
|
|
2020
Q4 | $139K | Buy |
+1,610
| New | +$139K | 0.05% | 178 |
|