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Westshore Wealth’s PACCAR PCAR Stock Holding History

Westshore Wealth’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$17.4K 0.1% 83
2024
Q2 		$264K Sell
2,565
-115
-4% -$12.7K 0.11% 74
2024
Q1 		$332K Sell
2,680
-33
-1% -$3.55K 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% -$8.29K 0.12% 96
2023
Q1 		$207K Buy
+2,825
New +$202K 0.11% 103
2021
Q3 		– Sell
-3,368
Closed -$200K – 126
2021
Q2 		$200K Buy
3,368
+32
+1% +$1.96K 0.1% 138
2021
Q1 		$207K Buy
+3,336
New +$208K 0.12% 134

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return