Waverly 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 | $335K | Buy |
3,527
+19
| +0.5% | +$1.81K | ﹤0.01% | 930 |
|
2025
Q1 | $342K | Buy |
3,508
+260
| +8% | +$25.3K | ﹤0.01% | 887 |
|
2024
Q4 | $338K | Buy |
3,248
+971
| +43% | +$101K | 0.01% | 787 |
|
2024
Q3 | $225K | Buy |
2,277
+129
| +6% | +$12.7K | ﹤0.01% | 754 |
|
2024
Q2 | $221K | Buy |
2,148
+381
| +22% | +$39.2K | ﹤0.01% | 741 |
|
2024
Q1 | $219K | Buy |
+1,767
| New | +$219K | 0.01% | 641 |
|