SWM
Soundmark Wealth Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,320
| Closed | -$659K | – | 41 |
|
|
2024
Q1 | $659K | Buy |
5,320
+541
| +11% | +$67K | 0.29% | 45 |
|
|
2023
Q4 | $467K | Sell |
4,779
-475
| -9% | -$46.4K | 0.23% | 46 |
|
|
2023
Q3 | $447K | Sell |
5,254
-1,148
| -18% | -$97.6K | 0.25% | 45 |
|
|
2023
Q2 | $536K | Sell |
6,402
-285
| -4% | -$23.8K | 0.3% | 45 |
|
|
2023
Q1 | $490K | Buy |
6,687
+2,263
| +51% | +$166K | 0.29% | 45 |
|
|
2022
Q4 | $438K | Buy |
4,424
+10
| +0.2% | +$990 | 0.28% | 44 |
|
|
2022
Q3 | $369K | Sell |
4,414
-327
| -7% | -$27.3K | 0.26% | 45 |
|
|
2022
Q2 | $390K | Buy |
4,741
+10
| +0.2% | +$823 | 0.28% | 45 |
|
|
2022
Q1 | $418K | Buy |
4,731
+10
| +0.2% | +$884 | 0.29% | 43 |
|
|
2021
Q4 | $417K | Sell |
4,721
-941
| -17% | -$83.1K | 0.29% | 44 |
|
|
2021
Q3 | $447K | Buy |
5,662
+10
| +0.2% | +$789 | 0.16% | 48 |
|
|
2021
Q2 | $498K | Buy |
5,652
+10
| +0.2% | +$881 | 0.2% | 43 |
|
|
2021
Q1 | $523K | Buy |
5,642
+9
| +0.2% | +$834 | 0.29% | 40 |
|
|
2020
Q4 | $486K | Buy |
+5,633
| New | +$486K | 0.31% | 35 |
|