SIP
Stoneridge Investment Partners’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
6,173
| – | – | 0.44% | 65 |
|
|
2025
Q1 | $601K | Sell |
6,173
-5,875
| -49% | -$572K | 0.51% | 57 |
|
|
2024
Q4 | $1.25M | Sell |
12,048
-100
| -0.8% | -$10.4K | 0.45% | 61 |
|
|
2024
Q3 | $1.2M | Sell |
12,148
-105
| -0.9% | -$10.4K | 0.45% | 60 |
|
|
2024
Q2 | $1.26M | Sell |
12,253
-650
| -5% | -$66.9K | 0.48% | 60 |
|
|
2024
Q1 | $1.6M | Sell |
12,903
-2,601
| -17% | -$322K | 0.61% | 53 |
|
|
2023
Q4 | $1.51M | Sell |
15,504
-29
| -0.2% | -$2.83K | 0.64% | 49 |
|
|
2023
Q3 | $1.32M | Sell |
15,533
-8,012
| -34% | -$681K | 0.62% | 54 |
|
|
2023
Q2 | $1.97M | Buy |
23,545
+2,606
| +12% | +$218K | 0.86% | 38 |
|
|
2023
Q1 | $1.53M | Buy |
20,939
+2,089
| +11% | +$153K | 0.81% | 41 |
|
|
2022
Q4 | $1.87M | Hold |
18,850
| – | – | 1.03% | 32 |
|
|
2022
Q3 | $1.58M | Hold |
18,850
| – | – | 0.93% | 36 |
|
|
2022
Q2 | $1.55M | Hold |
18,850
| – | – | 0.85% | 39 |
|
|
2022
Q1 | $1.66M | Sell |
18,850
-5,100
| -21% | -$449K | 0.78% | 40 |
|
|
2021
Q4 | $2.11M | Hold |
23,950
| – | – | 0.97% | 33 |
|
|
2021
Q3 | $1.89M | Buy |
+23,950
| New | +$1.89M | 0.94% | 34 |
|
|
2019
Q1 | – | Sell |
-27,410
| Closed | -$1.57M | – | 131 |
|
|
2018
Q4 | $1.57M | Sell |
27,410
-4,026
| -13% | -$230K | 0.49% | 70 |
|
|
2018
Q3 | $2.14M | Sell |
31,436
-2,797
| -8% | -$191K | 0.46% | 70 |
|
|
2018
Q2 | $2.12M | Sell |
34,233
-3,463
| -9% | -$215K | 0.41% | 78 |
|
|
2018
Q1 | $2.49M | Buy |
37,696
+6,565
| +21% | +$434K | 0.42% | 75 |
|
|
2017
Q4 | $2.21M | Buy |
31,131
+27,679
| +802% | +$1.97M | 0.35% | 88 |
|
|
2017
Q3 | $250K | Hold |
3,452
| – | – | 0.04% | 195 |
|
|
2017
Q2 | $228K | Hold |
3,452
| – | – | 0.03% | 218 |
|
|
2017
Q1 | $232K | Buy |
+3,452
| New | +$232K | 0.03% | 274 |
|
|
2016
Q4 | – | Sell |
-56,313
| Closed | -$3.31M | – | 327 |
|
|
2016
Q3 | $3.31M | Sell |
56,313
-3,300
| -6% | -$194K | 0.48% | 79 |
|
|
2016
Q2 | $3.09M | Sell |
59,613
-11,723
| -16% | -$608K | 0.46% | 70 |
|
|
2016
Q1 | $3.9M | Sell |
71,336
-1,875
| -3% | -$103K | 0.57% | 54 |
|
|
2015
Q4 | $3.47M | Sell |
73,211
-1,775
| -2% | -$84.1K | 0.47% | 68 |
|
|
2015
Q3 | $3.91M | Buy |
74,986
+26,331
| +54% | +$1.37M | 0.55% | 46 |
|
|
2015
Q2 | $3.11M | Buy |
48,655
+350
| +0.7% | +$22.3K | 0.38% | 75 |
|
|
2015
Q1 | $3.05M | Buy |
+48,305
| New | +$3.05M | 0.36% | 98 |
|