SWA
SOA Wealth Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398 | Hold |
4
| – | – | ﹤0.01% | 792 |
|
|
2025
Q1 | $406 | Hold |
4
| – | – | ﹤0.01% | 795 |
|
|
2024
Q4 | $432 | Hold |
4
| – | – | ﹤0.01% | 787 |
|
|
2024
Q3 | $409 | Hold |
4
| – | – | ﹤0.01% | 760 |
|
|
2024
Q2 | $425 | Hold |
4
| – | – | ﹤0.01% | 773 |
|
|
2024
Q1 | $510 | Hold |
4
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $401 | Hold |
4
| – | – | ﹤0.01% | 812 |
|
|
2023
Q3 | $348 | Hold |
4
| – | – | ﹤0.01% | 845 |
|
|
2023
Q2 | $342 | Hold |
4
| – | – | ﹤0.01% | 850 |
|
|
2023
Q1 | $298 | Buy |
4
+1
| +33% | +$75 | ﹤0.01% | 880 |
|
|
2022
Q4 | $303 | Hold |
3
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 947 |
|
|
2022
Q2 | $0 | Sell |
3
-19
| -86% | – | ﹤0.01% | 975 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 865 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 837 |
|
|
2021
Q3 | $1K | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 858 |
|
|
2021
Q2 | $1K | Sell |
21
-6
| -22% | -$286 | ﹤0.01% | 839 |
|
|
2021
Q1 | $2K | Sell |
27
-19
| -41% | -$1.41K | ﹤0.01% | 722 |
|
|
2020
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 638 |
|