WealthPlan Investment 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 | $216K | Buy |
2,275
+7
| +0.3% | +$665 | 0.02% | 328 |
|
|
2025
Q1 | $221K | Buy |
2,268
+5
| +0.2% | +$487 | 0.02% | 251 |
|
|
2024
Q4 | $235K | Buy |
+2,263
| New | +$235K | 0.02% | 241 |
|
|
2024
Q2 | – | Sell |
-1,743
| Closed | -$216K | – | 192 |
|
|
2024
Q1 | $216K | Buy |
+1,743
| New | +$216K | 0.03% | 173 |
|
|
2023
Q3 | – | Sell |
-1,734
| Closed | -$145K | – | 293 |
|
|
2023
Q2 | $145K | Buy |
1,734
+6
| +0.3% | +$502 | 0.04% | 140 |
|
|
2023
Q1 | $126K | Buy |
+1,728
| New | +$126K | 0.02% | 184 |
|