SDWMA
Schneider Downs Wealth Management Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
3,016
| – | – | 0.04% | 119 |
|
|
2025
Q1 | $294K | Sell |
3,016
-4,500
| -60% | -$438K | 0.05% | 114 |
|
|
2024
Q4 | $782K | Sell |
7,516
-2,375
| -24% | -$247K | 0.15% | 63 |
|
|
2024
Q3 | $976K | Hold |
9,891
| – | – | 0.2% | 53 |
|
|
2024
Q2 | $1.02M | Sell |
9,891
-58
| -0.6% | -$5.97K | 0.23% | 52 |
|
|
2024
Q1 | $1.23M | Buy |
9,949
+58
| +0.6% | +$7.19K | 0.28% | 45 |
|
|
2023
Q4 | $966K | Buy |
9,891
+5,391
| +120% | +$526K | 0.25% | 49 |
|
|
2023
Q3 | $383K | Hold |
4,500
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $376K | Hold |
4,500
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $329K | Buy |
4,500
+1,500
| +50% | +$110K | 0.07% | 84 |
|
|
2022
Q4 | $297K | Hold |
3,000
| – | – | 0.07% | 93 |
|
|
2022
Q3 | $251K | Hold |
3,000
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $247K | Hold |
3,000
| – | – | 0.07% | 115 |
|
|
2022
Q1 | $264K | Hold |
3,000
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $265K | Hold |
3,000
| – | – | 0.06% | 127 |
|
|
2021
Q3 | $237K | Sell |
3,000
-12
| -0.4% | -$948 | 0.06% | 128 |
|
|
2021
Q2 | $269K | Buy |
3,012
+12
| +0.4% | +$1.07K | 0.07% | 110 |
|
|
2021
Q1 | $279K | Sell |
3,000
-52
| -2% | -$4.84K | 0.07% | 100 |
|
|
2020
Q4 | $263K | Buy |
3,052
+52
| +2% | +$4.48K | 0.07% | 73 |
|
|
2020
Q3 | $256K | Hold |
3,000
| – | – | 0.09% | 81 |
|
|
2020
Q2 | $225K | Buy |
+3,000
| New | +$225K | 0.08% | 84 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$237K | – | 99 |
|
|
2019
Q4 | $237K | Hold |
3,000
| – | – | 0.07% | 59 |
|
|
2019
Q3 | $210K | Buy |
+3,000
| New | +$210K | 0.07% | 62 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$205K | – | 69 |
|
|
2018
Q3 | $205K | Buy |
+3,000
| New | +$205K | 0.13% | 54 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$202K | – | 48 |
|
|
2017
Q1 | $202K | Buy |
+3,000
| New | +$202K | 0.14% | 43 |
|