Stratos Wealth Partners’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $439K | Buy |
4,620
+1,654
| +56% | +$157K | 0.01% | 975 |
|
2025
Q1 | $289K | Sell |
2,966
-360
| -11% | -$35.1K | ﹤0.01% | 1115 |
|
2024
Q4 | $346K | Sell |
3,326
-79
| -2% | -$8.22K | ﹤0.01% | 1085 |
|
2024
Q3 | $336K | Buy |
3,405
+138
| +4% | +$13.6K | ﹤0.01% | 1095 |
|
2024
Q2 | $336K | Buy |
3,267
+15
| +0.5% | +$1.54K | 0.01% | 1052 |
|
2024
Q1 | $403K | Buy |
3,252
+144
| +5% | +$17.8K | 0.01% | 977 |
|
2023
Q4 | $304K | Buy |
3,108
+34
| +1% | +$3.32K | 0.01% | 1077 |
|
2023
Q3 | $261K | Buy |
3,074
+107
| +4% | +$9.1K | 0.01% | 1073 |
|
2023
Q2 | $248K | Buy |
+2,967
| New | +$248K | 0.01% | 1022 |
|
2022
Q4 | – | Sell |
-4,016
| Closed | -$224K | – | 1172 |
|
2022
Q3 | $224K | Sell |
4,016
-94
| -2% | -$5.24K | 0.01% | 983 |
|
2022
Q2 | $226K | Sell |
4,110
-576
| -12% | -$31.7K | 0.01% | 1040 |
|
2022
Q1 | $275K | Buy |
4,686
+651
| +16% | +$38.2K | 0.01% | 1021 |
|
2021
Q4 | $237K | Buy |
4,035
+84
| +2% | +$4.93K | 0.01% | 1098 |
|
2021
Q3 | $208K | Buy |
3,951
+147
| +4% | +$7.74K | 0.01% | 1087 |
|
2021
Q2 | $226K | Hold |
3,804
| – | – | 0.01% | 1071 |
|
2021
Q1 | $236K | Buy |
3,804
+153
| +4% | +$9.49K | 0.01% | 972 |
|
2020
Q4 | $210K | Sell |
3,651
-17
| -0.5% | -$978 | 0.01% | 984 |
|
2020
Q3 | $209K | Sell |
3,668
-532
| -13% | -$30.3K | 0.01% | 909 |
|
2020
Q2 | $210K | Buy |
+4,200
| New | +$210K | 0.01% | 881 |
|
2020
Q1 | – | Sell |
-4,563
| Closed | -$241K | – | 1005 |
|
2019
Q4 | $241K | Sell |
4,563
-141
| -3% | -$7.45K | 0.01% | 841 |
|
2019
Q3 | $220K | Buy |
4,704
+25
| +0.5% | +$1.17K | 0.01% | 850 |
|
2019
Q2 | $224K | Buy |
+4,679
| New | +$224K | 0.01% | 835 |
|
2018
Q4 | – | Sell |
-8,010
| Closed | -$364K | – | 2003 |
|
2018
Q3 | $364K | Sell |
8,010
-17,255
| -68% | -$784K | 0.02% | 642 |
|
2018
Q2 | $1.04M | Buy |
25,265
+71
| +0.3% | +$2.93K | 0.05% | 354 |
|
2018
Q1 | $1.11M | Buy |
25,194
+22,038
| +698% | +$972K | 0.05% | 345 |
|
2017
Q4 | $150K | Buy |
+3,156
| New | +$150K | 0.01% | 991 |
|
2015
Q4 | – | Sell |
-5,996
| Closed | -$208K | – | 623 |
|
2015
Q3 | $208K | Buy |
+5,996
| New | +$208K | 0.03% | 476 |
|
2015
Q2 | – | Sell |
-5,468
| Closed | -$228K | – | 593 |
|
2015
Q1 | $228K | Buy |
5,468
+935
| +21% | +$39K | 0.03% | 506 |
|
2014
Q4 | $206K | Buy |
+4,533
| New | +$206K | 0.04% | 445 |
|