WAM
Wilsey Asset Management’s PACCAR PCAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-208,688
| Closed | -$12.4M | – | 25 |
|
|
2020
Q1 | $12.4M | Buy |
208,688
+22,868
| +12% | +$1.36M | 6.33% | 5 |
|
|
2019
Q4 | $14.7M | Sell |
185,820
-6,095
| -3% | -$481K | 5.32% | 9 |
|
|
2019
Q3 | $13.1M | Buy |
191,915
+15,166
| +9% | +$1.04M | 5.16% | 9 |
|
|
2019
Q2 | $12.5M | Buy |
176,749
+2,116
| +1% | +$150K | 5.15% | 9 |
|
|
2019
Q1 | $11.9M | Buy |
174,633
+872
| +0.5% | +$59.6K | 4.98% | 12 |
|
|
2018
Q4 | $9.9M | Buy |
173,761
+20,427
| +13% | +$1.16M | 4.82% | 11 |
|
|
2018
Q3 | $10.5M | Buy |
153,334
+1,268
| +0.8% | +$87K | 4.56% | 11 |
|
|
2018
Q2 | $9.34M | Buy |
152,066
+4,323
| +3% | +$266K | 4.82% | 13 |
|
|
2018
Q1 | $9.73M | Buy |
+147,743
| New | +$9.73M | 5.34% | 10 |
|