Waverton Investment Management’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-17,880
| Closed | -$835K | – | 68 |
|
|
2019
Q3 | $835K | Sell |
17,880
-2,402
| -12% | -$112K | 0.04% | 60 |
|
|
2019
Q2 | $969K | Buy |
20,282
+941
| +5% | +$45K | 0.05% | 57 |
|
|
2019
Q1 | $879K | Sell |
19,341
-117
| -0.6% | -$5.32K | 0.05% | 58 |
|
|
2018
Q4 | $741K | Buy |
19,458
+1,228
| +7% | +$46.8K | 0.04% | 61 |
|
|
2018
Q3 | $829K | Hold |
18,230
| – | – | 0.04% | 59 |
|
|
2018
Q2 | $753K | Hold |
18,230
| – | – | 0.04% | 60 |
|
|
2018
Q1 | $804K | Buy |
18,230
+1,184
| +7% | +$52.2K | 0.05% | 63 |
|
|
2017
Q4 | $808K | Buy |
+17,046
| New | +$808K | 0.05% | 64 |
|