Sequoia Financial Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
7,863
-362
| -4% | -$34.4K | 0.01% | 810 |
|
|
2025
Q1 | $801K | Sell |
8,225
-367
| -4% | -$35.7K | 0.01% | 693 |
|
|
2024
Q4 | $894K | Sell |
8,592
-101
| -1% | -$10.5K | 0.01% | 610 |
|
|
2024
Q3 | $858K | Buy |
8,693
+2,269
| +35% | +$224K | 0.01% | 590 |
|
|
2024
Q2 | $661K | Buy |
6,424
+486
| +8% | +$50K | 0.01% | 598 |
|
|
2024
Q1 | $736K | Sell |
5,938
-4,956
| -45% | -$614K | 0.01% | 568 |
|
|
2023
Q4 | $1.06M | Buy |
10,894
+4,705
| +76% | +$460K | 0.01% | 505 |
|
|
2023
Q3 | $526K | Sell |
6,189
-122,707
| -95% | -$10.4M | 0.01% | 506 |
|
|
2023
Q2 | $10.8M | Buy |
128,896
+23,860
| +23% | +$2M | 0.19% | 91 |
|
|
2023
Q1 | $7.69M | Sell |
105,036
-36,923
| -26% | -$2.7M | 0.17% | 114 |
|
|
2022
Q4 | $9.37M | Buy |
141,959
+7,637
| +6% | +$504K | 0.23% | 91 |
|
|
2022
Q3 | $7.49M | Buy |
134,322
+1,671
| +1% | +$93.2K | 0.24% | 84 |
|
|
2022
Q2 | $7.28M | Buy |
132,651
+1,140
| +0.9% | +$62.6K | 0.21% | 91 |
|
|
2022
Q1 | $7.72M | Buy |
131,511
+11,070
| +9% | +$650K | 0.19% | 99 |
|
|
2021
Q4 | $7.09M | Buy |
120,441
+87,369
| +264% | +$5.14M | 0.19% | 94 |
|
|
2021
Q3 | $1.74M | Sell |
33,072
-63,327
| -66% | -$3.33M | 0.18% | 81 |
|
|
2021
Q2 | $5.74M | Buy |
+96,399
| New | +$5.74M | 0.21% | 87 |
|