United Capital 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 | $2.05M | Sell |
21,529
-3,107
| -13% | -$295K | 0.02% | 435 |
|
|
2025
Q1 | $2.4M | Buy |
24,636
+1,876
| +8% | +$183K | 0.02% | 390 |
|
|
2024
Q4 | $2.37M | Buy |
22,760
+684
| +3% | +$71.2K | 0.02% | 381 |
|
|
2024
Q3 | $2.18M | Buy |
22,076
+654
| +3% | +$64.5K | 0.02% | 399 |
|
|
2024
Q2 | $2.21M | Sell |
21,422
-55
| -0.3% | -$5.66K | 0.02% | 380 |
|
|
2024
Q1 | $2.66M | Sell |
21,477
-921
| -4% | -$114K | 0.02% | 376 |
|
|
2023
Q4 | $2.19M | Sell |
22,398
-4,517
| -17% | -$441K | 0.02% | 403 |
|
|
2023
Q3 | $2.29M | Sell |
26,915
-272
| -1% | -$23.1K | 0.02% | 406 |
|
|
2023
Q2 | $2.27M | Buy |
27,187
+11,983
| +79% | +$1M | 0.01% | 430 |
|
|
2023
Q1 | $1.11M | Sell |
15,204
-4,872
| -24% | -$357K | 0.01% | 552 |
|
|
2022
Q4 | $1.32M | Sell |
20,076
-365,106
| -95% | -$24.1M | 0.01% | 555 |
|
|
2022
Q3 | $21.5M | Sell |
385,182
-11,490
| -3% | -$641K | 0.13% | 152 |
|
|
2022
Q2 | $21.8M | Buy |
396,672
+82
| +0% | +$4.5K | 0.12% | 165 |
|
|
2022
Q1 | $23.3M | Sell |
396,590
-612,837
| -61% | -$36M | 0.11% | 173 |
|
|
2021
Q4 | $59.4M | Sell |
1,009,427
-77,128
| -7% | -$4.54M | 0.27% | 73 |
|
|
2021
Q3 | $57.2M | Sell |
1,086,555
-47
| -0% | -$2.47K | 0.29% | 71 |
|
|
2021
Q2 | $64.7M | Sell |
1,086,602
-1,564
| -0.1% | -$93.1K | 0.33% | 64 |
|
|
2021
Q1 | $67.4M | Sell |
1,088,166
-2,789
| -0.3% | -$173K | 0.37% | 58 |
|
|
2020
Q4 | $62.8M | Buy |
1,090,955
+88,565
| +9% | +$5.09M | 0.38% | 55 |
|
|
2020
Q3 | $57M | Buy |
1,002,390
+1,660
| +0.2% | +$94.4K | 0.37% | 59 |
|
|
2020
Q2 | $49.9M | Sell |
1,000,730
-8,019
| -0.8% | -$400K | 0.36% | 66 |
|
|
2020
Q1 | $41.1M | Buy |
1,008,749
+5,102
| +0.5% | +$208K | 0.34% | 65 |
|
|
2019
Q4 | $52.9M | Buy |
1,003,647
+19,371
| +2% | +$1.02M | 0.34% | 62 |
|
|
2019
Q3 | $45.9M | Sell |
984,276
-8,501
| -0.9% | -$397K | 0.32% | 67 |
|
|
2019
Q2 | $47.4M | Buy |
992,777
+764
| +0.1% | +$36.5K | 0.31% | 72 |
|
|
2019
Q1 | $45.1M | Sell |
992,013
-329
| -0% | -$14.9K | 0.32% | 72 |
|
|
2018
Q4 | $37.8M | Sell |
992,342
-2,431
| -0.2% | -$92.6K | 0.3% | 74 |
|
|
2018
Q3 | $45.2M | Buy |
994,773
+69,094
| +7% | +$3.14M | 0.32% | 67 |
|
|
2018
Q2 | $38.2M | Sell |
925,679
-2,611
| -0.3% | -$108K | 0.29% | 73 |
|
|
2018
Q1 | $41M | Buy |
928,290
+4,611
| +0.5% | +$203K | 0.31% | 70 |
|
|
2017
Q4 | $43.8M | Buy |
923,679
+909,984
| +6,645% | +$43.1M | 0.35% | 62 |
|
|
2017
Q3 | $660K | Sell |
13,695
-230
| -2% | -$11.1K | 0.01% | 890 |
|
|
2017
Q2 | $613K | Sell |
13,925
-654
| -4% | -$28.8K | 0.01% | 880 |
|
|
2017
Q1 | $653K | Sell |
14,579
-904
| -6% | -$40.5K | 0.01% | 850 |
|
|
2016
Q4 | $660K | Sell |
15,483
-29,231
| -65% | -$1.25M | 0.01% | 860 |
|
|
2016
Q3 | $1.75M | Sell |
44,714
-15,661
| -26% | -$614K | 0.02% | 624 |
|
|
2016
Q2 | $2.09M | Sell |
60,375
-3,177
| -5% | -$110K | 0.02% | 542 |
|
|
2016
Q1 | $2.32M | Sell |
63,552
-7,367
| -10% | -$269K | 0.03% | 499 |
|
|
2015
Q4 | $2.24M | Sell |
70,919
-7,195
| -9% | -$227K | 0.03% | 530 |
|
|
2015
Q3 | $2.72M | Buy |
78,114
+7,266
| +10% | +$253K | 0.03% | 464 |
|
|
2015
Q2 | $3.01M | Sell |
70,848
-419
| -0.6% | -$17.8K | 0.03% | 477 |
|
|
2015
Q1 | $3.11M | Sell |
71,267
-2,668
| -4% | -$116K | 0.04% | 456 |
|
|
2014
Q4 | $3.35M | Sell |
73,935
-627
| -0.8% | -$28.4K | 0.05% | 352 |
|
|
2014
Q3 | $2.83M | Buy |
74,562
+2,808
| +4% | +$106K | 0.05% | 348 |
|
|
2014
Q2 | $3.01M | Buy |
71,754
+397
| +0.6% | +$16.6K | 0.06% | 326 |
|
|
2014
Q1 | $3.21M | Buy |
71,357
+17,679
| +33% | +$795K | 0.07% | 283 |
|
|
2013
Q4 | $2.12M | Buy |
+53,678
| New | +$2.12M | 0.07% | 234 |
|
|
2013
Q3 | – | Sell |
-55,679
| Closed | -$1.99M | – | 728 |
|
|
2013
Q2 | $1.99M | Buy |
+55,679
| New | +$1.99M | 0.05% | 309 |
|