Valeo 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 | $598K | Sell |
6,289
-265
| -4% | -$25.2K | 0.01% | 412 |
|
|
2025
Q1 | $638K | Buy |
6,554
+84
| +1% | +$8.18K | 0.02% | 344 |
|
|
2024
Q4 | $673K | Buy |
6,470
+46
| +0.7% | +$4.79K | 0.02% | 341 |
|
|
2024
Q3 | $634K | Sell |
6,424
-1
| -0% | -$99 | 0.02% | 354 |
|
|
2024
Q2 | $661K | Buy |
6,425
+412
| +7% | +$42.4K | 0.02% | 313 |
|
|
2024
Q1 | $684K | Buy |
6,013
+61
| +1% | +$6.94K | 0.02% | 297 |
|
|
2023
Q4 | $581K | Buy |
5,952
+1,240
| +26% | +$121K | 0.02% | 319 |
|
|
2023
Q3 | $401K | Buy |
4,712
+439
| +10% | +$37.3K | 0.02% | 385 |
|
|
2023
Q2 | $357K | Buy |
4,273
+27
| +0.6% | +$2.26K | 0.02% | 392 |
|
|
2023
Q1 | $311K | Buy |
4,246
+493
| +13% | +$36.1K | 0.02% | 436 |
|
|
2022
Q4 | $248K | Buy |
+3,753
| New | +$248K | 0.01% | 431 |
|
|
2021
Q2 | – | Sell |
-2,547
| Closed | -$158K | – | 1330 |
|
|
2021
Q1 | $158K | Buy |
2,547
+481
| +23% | +$29.8K | 0.01% | 485 |
|
|
2020
Q4 | $119K | Sell |
2,066
-216
| -9% | -$12.4K | 0.01% | 515 |
|
|
2020
Q3 | $130K | Sell |
2,282
-118
| -5% | -$6.72K | 0.01% | 409 |
|
|
2020
Q2 | $120K | Buy |
2,400
+10
| +0.4% | +$500 | 0.01% | 434 |
|
|
2020
Q1 | $107K | Sell |
2,390
-507
| -18% | -$22.7K | 0.01% | 406 |
|
|
2019
Q4 | $153K | Hold |
2,897
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $135K | Hold |
2,897
| – | – | 0.01% | 365 |
|
|
2019
Q2 | $138K | Sell |
2,897
-697
| -19% | -$33.2K | 0.02% | 366 |
|
|
2019
Q1 | $163K | Buy |
3,594
+1,287
| +56% | +$58.4K | 0.02% | 321 |
|
|
2018
Q4 | $88K | Sell |
2,307
-915
| -28% | -$34.9K | 0.01% | 403 |
|
|
2018
Q3 | $123K | Buy |
3,222
+1,485
| +85% | +$56.7K | 0.02% | 354 |
|
|
2018
Q2 | $74K | Buy |
1,737
+642
| +59% | +$27.4K | 0.01% | 464 |
|
|
2018
Q1 | $48K | Buy |
1,095
+180
| +20% | +$7.89K | 0.01% | 497 |
|
|
2017
Q4 | $43K | Buy |
915
+315
| +53% | +$14.8K | 0.01% | 498 |
|
|
2017
Q3 | $29K | Buy |
+600
| New | +$29K | 0.01% | 501 |
|