Valeo Financial Advisors’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $626K | Buy |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $661K | Buy |
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|
2024
Q1 | $684K | Buy |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $130K | Sell |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $153K | Hold |
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|
2019
Q3 | $135K | Hold |
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|
2019
Q2 | $138K | Sell |
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|
2019
Q1 | $163K | Buy |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $123K | Buy |
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|
2018
Q2 | $74K | Buy |
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|
2018
Q1 | $48K | Buy |
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|
2017
Q4 | $43K | Buy |
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|
2017
Q3 | $29K | Buy |
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