TCI Wealth Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-154
| Closed | -$11.3K | – | 1629 |
|
|
2023
Q1 | $11.3K | Buy |
154
+5
| +3% | +$358 | ﹤0.01% | 1012 |
|
|
2022
Q4 | $9.8K | Buy |
149
+3
| +2% | +$196 | ﹤0.01% | 1082 |
|
|
2022
Q3 | $8K | Buy |
146
+18
| +14% | +$1.05K | ﹤0.01% | 1173 |
|
|
2022
Q2 | $7K | Sell |
128
-232
| -64% | -$13.1K | ﹤0.01% | 1268 |
|
|
2022
Q1 | $21K | Buy |
360
+3
| +0.8% | +$183 | ﹤0.01% | 683 |
|
|
2021
Q4 | $21K | Buy |
357
+232
| +186% | +$13.4K | ﹤0.01% | 686 |
|
|
2021
Q3 | $7K | Sell |
125
-199
| -61% | -$11K | ﹤0.01% | 1377 |
|
|
2021
Q2 | $19K | Buy |
324
+36
| +13% | +$2.21K | ﹤0.01% | 633 |
|
|
2021
Q1 | $18K | Buy |
288
+100
| +53% | +$6.25K | 0.01% | 609 |
|
|
2020
Q4 | $11K | Sell |
188
-118
| -39% | -$6.93K | 0.01% | 628 |
|
|
2020
Q3 | $17K | Hold |
306
| – | – | 0.01% | 481 |
|
|
2020
Q2 | $15K | Sell |
306
-24
| -7% | -$1.12K | 0.01% | 499 |
|
|
2020
Q1 | $13K | Sell |
330
-726
| -69% | -$34.2K | 0.01% | 525 |
|
|
2019
Q4 | $56K | Buy |
1,056
+772
| +272% | +$39.7K | 0.02% | 357 |
|
|
2019
Q3 | $13K | Buy |
284
+54
| +23% | +$2.46K | 0.01% | 579 |
|
|
2019
Q2 | $11K | Hold |
230
| – | – | 0.01% | 607 |
|
|
2019
Q1 | $10K | Hold |
230
| – | – | ﹤0.01% | 635 |
|
|
2018
Q4 | $9K | Buy |
230
+27
| +13% | +$1.08K | ﹤0.01% | 653 |
|
|
2018
Q3 | $9K | Hold |
203
| – | – | ﹤0.01% | 664 |
|
|
2018
Q2 | $8K | Buy |
203
+6
| +3% | +$259 | ﹤0.01% | 685 |
|
|
2018
Q1 | $9K | Buy |
197
+81
| +70% | +$3.83K | ﹤0.01% | 643 |
|
|
2017
Q4 | $5K | Hold |
116
| – | – | ﹤0.01% | 794 |
|
|
2017
Q3 | $6K | Hold |
116
| – | – | ﹤0.01% | 704 |
|
|
2017
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $5K | Sell |
116
-108
| -48% | -$4.87K | ﹤0.01% | 717 |
|
|
2016
Q4 | $10K | Buy |
224
+69
| +45% | +$2.78K | 0.01% | 633 |
|
|
2016
Q3 | $6K | Buy |
155
+39
| +34% | +$1.48K | ﹤0.01% | 690 |
|
|
2016
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 781 |
|
|
2016
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 778 |
|
|
2015
Q4 | $4K | Buy |
116
+9
| +8% | +$307 | ﹤0.01% | 753 |
|
|
2015
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 675 |
|
|
2015
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 648 |
|
|
2015
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 621 |
|
|
2014
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 567 |
|
|
2014
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 648 |
|
|
2014
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 557 |
|
|
2013
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 600 |
|
|
2013
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 524 |
|
|
2013
Q2 | $4K | Buy |
+107
| New | +$3.69K | ﹤0.01% | 494 |
|
Other funds holding PCAR
