SOA Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $413 | Hold |
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|
2025
Q2 | $398 | Hold |
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|
2025
Q1 | $406 | Hold |
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|
2024
Q4 | $432 | Hold |
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|
2024
Q3 | $409 | Hold |
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|
2024
Q2 | $425 | Hold |
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|
2024
Q1 | $510 | Hold |
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|
2023
Q4 | $401 | Hold |
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|
2023
Q3 | $348 | Hold |
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|
2023
Q2 | $342 | Hold |
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|
2023
Q1 | $298 | Sell |
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|
2022
Q4 | $303 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $4K | Buy |
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