Westshore 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 |
-2,387
| Closed | -$248K | – | 101 |
|
2024
Q4 | $248K | Hold |
2,387
| – | – | 0.1% | 79 |
|
2024
Q3 | $236K | Sell |
2,387
-178
| -7% | -$17.6K | 0.1% | 83 |
|
2024
Q2 | $264K | Sell |
2,565
-115
| -4% | -$11.8K | 0.11% | 74 |
|
2024
Q1 | $332K | Sell |
2,680
-33
| -1% | -$4.09K | 0.14% | 59 |
|
2023
Q4 | $265K | Hold |
2,713
| – | – | 0.12% | 67 |
|
2023
Q3 | $231K | Hold |
2,713
| – | – | 0.13% | 77 |
|
2023
Q2 | $227K | Sell |
2,713
-112
| -4% | -$9.37K | 0.12% | 95 |
|
2023
Q1 | $207K | Buy |
+2,825
| New | +$207K | 0.11% | 103 |
|
2021
Q3 | – | Sell |
-3,368
| Closed | -$200K | – | 126 |
|
2021
Q2 | $200K | Buy |
3,368
+32
| +1% | +$1.9K | 0.1% | 138 |
|
2021
Q1 | $207K | Buy |
+3,336
| New | +$207K | 0.12% | 134 |
|