STA
Summit Trail Advisors’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
+9,408
| New | +$894K | 0.02% | 519 |
|
|
2024
Q4 | – | Sell |
-7,823
| Closed | -$772K | – | 655 |
|
|
2024
Q3 | $772K | Sell |
7,823
-1,439
| -16% | -$142K | 0.02% | 311 |
|
|
2024
Q2 | $953K | Buy |
9,262
+182
| +2% | +$18.7K | 0.03% | 250 |
|
|
2024
Q1 | $1.12M | Buy |
9,080
+6,002
| +195% | +$744K | 0.03% | 201 |
|
|
2023
Q4 | $309K | Buy |
3,078
+133
| +5% | +$13.4K | 0.01% | 399 |
|
|
2023
Q3 | $250K | Buy |
2,945
+6
| +0.2% | +$510 | 0.01% | 428 |
|
|
2023
Q2 | $246K | Buy |
+2,939
| New | +$246K | 0.01% | 421 |
|
|
2018
Q2 | – | Sell |
-33,091
| Closed | -$1.54M | – | 619 |
|
|
2018
Q1 | $1.54M | Buy |
33,091
+5,155
| +18% | +$240K | 0.26% | 82 |
|
|
2017
Q4 | $2.14M | Buy |
+27,936
| New | +$2.14M | 0.27% | 70 |
|