SBSB
Sullivan, Bruyette, Speros & Blaney’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $362K | Hold |
3,893
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $336K | Buy |
+3,893
| New | +$336K | 0.02% | 207 |
|
|
2018
Q1 | – | Sell |
-36,618
| Closed | -$2.6M | – | 166 |
|
|
2017
Q4 | $2.6M | Hold |
36,618
| – | – | 0.25% | 22 |
|
|
2017
Q3 | $2.65M | Sell |
36,618
-8,000
| -18% | -$579K | 0.26% | 20 |
|
|
2017
Q2 | $2.95M | Buy |
+44,618
| New | +$2.95M | 0.3% | 22 |
|