Sonata Capital Group’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $288K | Hold |
3,030
| – | – | 0.12% | 98 |
|
2025
Q1 | $295K | Hold |
3,030
| – | – | 0.13% | 94 |
|
2024
Q4 | $315K | Sell |
3,030
-300
| -9% | -$31.2K | 0.13% | 89 |
|
2024
Q3 | $329K | Hold |
3,330
| – | – | 0.14% | 90 |
|
2024
Q2 | $343K | Hold |
3,330
| – | – | 0.18% | 70 |
|
2024
Q1 | $413K | Hold |
3,330
| – | – | 0.19% | 78 |
|
2023
Q4 | $325K | Buy |
3,330
+600
| +22% | +$58.6K | 0.16% | 84 |
|
2023
Q3 | $232K | Buy |
+2,730
| New | +$232K | 0.12% | 99 |
|
2018
Q2 | – | Sell |
-4,950
| Closed | -$218K | – | 105 |
|
2018
Q1 | $218K | Hold |
4,950
| – | – | 0.16% | 100 |
|
2017
Q4 | $235K | Hold |
4,950
| – | – | 0.17% | 97 |
|
2017
Q3 | $239K | Buy |
+4,950
| New | +$239K | 0.18% | 95 |
|
2017
Q2 | – | Sell |
-4,650
| Closed | -$208K | – | 101 |
|
2017
Q1 | $208K | Sell |
4,650
-750
| -14% | -$33.5K | 0.16% | 97 |
|
2016
Q4 | $230K | Buy |
+5,400
| New | +$230K | 0.18% | 91 |
|
2015
Q3 | – | Sell |
-5,405
| Closed | -$230K | – | 98 |
|
2015
Q2 | $230K | Hold |
5,405
| – | – | 0.2% | 90 |
|
2015
Q1 | $227K | Hold |
5,405
| – | – | 0.2% | 87 |
|
2014
Q4 | $245K | Buy |
+5,405
| New | +$245K | 0.22% | 85 |
|