RWB
RMR Wealth Builders’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
8,611
-102
| -1% | -$9.7K | 0.07% | 132 |
|
|
2025
Q1 | $848K | Buy |
8,713
+122
| +1% | +$11.9K | 0.09% | 115 |
|
|
2024
Q4 | $894K | Sell |
8,591
-298
| -3% | -$31K | 0.09% | 116 |
|
|
2024
Q3 | $877K | Hold |
8,889
| – | – | 0.09% | 111 |
|
|
2024
Q2 | $915K | Sell |
8,889
-31
| -0.3% | -$3.19K | 0.11% | 103 |
|
|
2024
Q1 | $1.11M | Buy |
8,920
+329
| +4% | +$40.8K | 0.13% | 91 |
|
|
2023
Q4 | $839K | Hold |
8,591
| – | – | 0.12% | 100 |
|
|
2023
Q3 | $730K | Buy |
8,591
+28
| +0.3% | +$2.38K | 0.12% | 95 |
|
|
2023
Q2 | $716K | Sell |
8,563
-1,724
| -17% | -$144K | 0.12% | 85 |
|
|
2023
Q1 | $753K | Buy |
10,287
+3,472
| +51% | +$4.69K | 0.14% | 81 |
|
|
2022
Q4 | $674K | Buy |
6,815
+5
| +0.1% | +$528 | 0.15% | 78 |
|
|
2022
Q3 | $570K | Buy |
6,810
+5
| +0.1% | +$391 | 0.14% | 83 |
|
|
2022
Q2 | $560K | Buy |
+6,805
| New | +$560K | 0.14% | 99 |
|
|
2021
Q2 | – | Sell |
-1,295
| Closed | -$120K | – | 537 |
|
|
2021
Q1 | $120K | Buy |
+1,295
| New | +$120K | 0.03% | 251 |
|
|
2019
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 355 |
|