Waldron Private Wealth’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,878
| Closed | -$507K | – | 390 |
|
|
2024
Q4 | $507K | Buy |
4,878
+26
| +0.5% | +$2.71K | 0.02% | 251 |
|
|
2024
Q3 | $479K | Sell |
4,852
-4
| -0.1% | -$395 | 0.02% | 255 |
|
|
2024
Q2 | $500K | Buy |
4,856
+6
| +0.1% | +$618 | 0.02% | 236 |
|
|
2024
Q1 | $601K | Buy |
4,850
+22
| +0.5% | +$2.73K | 0.03% | 212 |
|
|
2023
Q4 | $487K | Sell |
4,828
-132
| -3% | -$13.3K | 0.02% | 239 |
|
|
2023
Q3 | $422K | Buy |
4,960
+149
| +3% | +$12.7K | 0.02% | 252 |
|
|
2023
Q2 | $402K | Sell |
4,811
-183
| -4% | -$15.3K | 0.02% | 255 |
|
|
2023
Q1 | $366K | Buy |
4,994
+54
| +1% | +$3.95K | 0.02% | 298 |
|
|
2022
Q4 | $275K | Hold |
4,940
| – | – | 0.02% | 312 |
|
|
2022
Q3 | $275K | Buy |
4,940
+138
| +3% | +$7.68K | 0.02% | 314 |
|
|
2022
Q2 | $263K | Buy |
4,802
+873
| +22% | +$47.8K | 0.01% | 319 |
|
|
2022
Q1 | $230K | Buy |
3,929
+179
| +5% | +$10.5K | 0.01% | 367 |
|
|
2021
Q4 | $224K | Buy |
+3,750
| New | +$224K | 0.01% | 352 |
|
|
2021
Q1 | – | Sell |
-3,702
| Closed | -$214K | – | 311 |
|
|
2020
Q4 | $214K | Buy |
+3,702
| New | +$214K | 0.02% | 276 |
|