Transamerica Financial Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $109K | Sell |
1,148
-704
| -38% | -$66.9K | 0.01% | 268 |
|
2025
Q1 | $181K | Sell |
1,852
-180
| -9% | -$17.6K | 0.02% | 227 |
|
2024
Q4 | $212K | Buy |
2,032
+13
| +0.6% | +$1.36K | 0.02% | 219 |
|
2024
Q3 | $200K | Buy |
+2,019
| New | +$200K | 0.02% | 225 |
|
2016
Q2 | – | Sell |
-101
| Closed | -$4K | – | 613 |
|
2016
Q1 | $4K | Sell |
101
-987
| -91% | -$39.1K | ﹤0.01% | 631 |
|
2015
Q4 | $35K | Hold |
1,088
| – | – | ﹤0.01% | 456 |
|
2015
Q3 | $38K | Sell |
1,088
-4,851
| -82% | -$169K | ﹤0.01% | 418 |
|
2015
Q2 | $253K | Hold |
5,939
| – | – | 0.02% | 308 |
|
2015
Q1 | $250K | Sell |
5,939
-19
| -0.3% | -$800 | 0.02% | 308 |
|
2014
Q4 | $271K | Sell |
5,958
-140
| -2% | -$6.37K | 0.02% | 258 |
|
2014
Q3 | $232K | Hold |
6,098
| – | – | 0.02% | 245 |
|
2014
Q2 | $256K | Sell |
6,098
-18
| -0.3% | -$756 | 0.02% | 254 |
|
2014
Q1 | $275K | Buy |
+6,116
| New | +$275K | 0.03% | 222 |
|