Venturi Wealth Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
5,207
-886
| -15% | -$84.2K | 0.02% | 327 |
|
|
2025
Q1 | $593K | Sell |
6,093
-386
| -6% | -$37.6K | 0.03% | 299 |
|
|
2024
Q4 | $674K | Buy |
6,479
+712
| +12% | +$74.1K | 0.03% | 274 |
|
|
2024
Q3 | $569K | Buy |
5,767
+1,899
| +49% | +$187K | 0.03% | 268 |
|
|
2024
Q2 | $398K | Buy |
3,868
+3,607
| +1,382% | +$371K | 0.02% | 309 |
|
|
2024
Q1 | $32.3K | Buy |
261
+4
| +2% | +$496 | ﹤0.01% | 603 |
|
|
2023
Q4 | $25.2K | Buy |
257
+22
| +9% | +$2.16K | ﹤0.01% | 639 |
|
|
2023
Q3 | $20K | Buy |
235
+202
| +612% | +$17.2K | ﹤0.01% | 621 |
|
|
2023
Q2 | $2.76K | Buy |
33
+9
| +38% | +$753 | ﹤0.01% | 857 |
|
|
2023
Q1 | $1.76K | Buy |
+24
| New | +$1.76K | ﹤0.01% | 1033 |
|
|
2017
Q2 | – | Sell |
-16,500
| Closed | -$706K | – | 203 |
|
|
2017
Q1 | $706K | Hold |
16,500
| – | – | 0.16% | 110 |
|
|
2016
Q4 | $703K | Hold |
16,500
| – | – | 0.2% | 97 |
|
|
2016
Q3 | $647K | Buy |
16,500
+3,000
| +22% | +$118K | 0.21% | 85 |
|
|
2016
Q2 | $467K | Buy |
+13,500
| New | +$467K | 0.16% | 102 |
|