Zimmermann Investment Management & Planning’s PACCAR PCAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,581
| Closed | -$255K | – | 94 |
|
|
2024
Q3 | $255K | Sell |
2,581
-410
| -14% | -$40.5K | 0.08% | 124 |
|
|
2024
Q2 | $308K | Sell |
2,991
-168
| -5% | -$17.3K | 0.1% | 107 |
|
|
2024
Q1 | $391K | Hold |
3,159
| – | – | 0.14% | 98 |
|
|
2023
Q4 | $308K | Sell |
3,159
-214
| -6% | -$20.9K | 0.13% | 94 |
|
|
2023
Q3 | $287K | Sell |
3,373
-353
| -9% | -$30K | 0.14% | 88 |
|
|
2023
Q2 | $312K | Buy |
3,726
+261
| +8% | +$21.8K | 0.14% | 85 |
|
|
2023
Q1 | $254K | Sell |
3,465
-4,277
| -55% | -$313K | 0.13% | 97 |
|
|
2022
Q4 | $511K | Buy |
7,742
+230
| +3% | +$15.2K | 0.29% | 57 |
|
|
2022
Q3 | $419K | Buy |
+7,512
| New | +$419K | 0.26% | 59 |
|