Ep Wealth Advisors, LLC Paccar Inc Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Paccar Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,635 shares of PCAR stock, worth $1.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,635

Previous 16,654 0.11%

Holding current value

$1.64 Million

Previous $2.06 Million 17.01%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 19, 2024	SELL	$102.94 - $123.1 $1,955 - $2,338	-19 Reduced 0.11%	16,635 $1.71 Million
Q1 2024 May 14, 2024	BUY	$93.59 - $124.46 $87,038 - $115,747	930 Added 5.91%	16,654 $2.06 Million
Q4 2023 Feb 28, 2024	BUY	$81.36 - $98.06 $604,748 - $728,879	7,433 Added 89.65%	15,724 $1.54 Million
Q3 2023 Nov 22, 2023	SELL	$81.66 - $89.42 $556,431 - $609,307	-6,814 Reduced 45.11%	8,291 $704,000
Q2 2023 Aug 14, 2023	SELL	$68.48 - $83.65 $2,670 - $3,262	-39 Reduced 0.26%	15,105 $1.26 Million
Q1 2023 Jun 05, 2023	BUY	$68.69 - $112.23 $1.04 Million - $1.7 Million	15,144 New	15,144 $1.11 Million
Q4 2022 Jun 12, 2023	SELL	$86.48 - $106.02 $1.01 Million - $1.23 Million	-11,645 Reduced 76.9%	3,499 $346,000
Q2 2022 Aug 11, 2022	SELL	$79.81 - $89.38 $3,112 - $3,485	-39 Reduced 0.97%	3,979 $328,000
Q1 2022 May 20, 2022	BUY	$83.19 - $96.5 $2,495 - $2,895	30 Added 0.75%	4,018 $354,000
Q4 2021 Feb 17, 2022	BUY	$78.77 - $91.66 $80,896 - $94,134	1,027 Added 34.68%	3,988 $352,000
Q3 2021 Nov 23, 2021	SELL	$78.92 - $88.79 $24.8 Million - $27.9 Million	-313,768 Reduced 99.07%	2,961 $234,000
Q3 2021 Nov 16, 2021	BUY	$78.92 - $88.79 $24.8 Million - $27.9 Million	313,738 Added 10489.4%	316,729 $234,000
Q2 2021 Aug 24, 2021	BUY	$87.04 - $95.73 $2,785 - $3,063	32 Added 1.08%	2,991 $267,000
Q1 2021 May 17, 2021	SELL	$84.72 - $99.6 $169 - $199	-2 Reduced 0.07%	2,959 $275,000
Q4 2020 Feb 18, 2021	BUY	$84.46 - $92.64 $250,086 - $274,307	2,961 New	2,961 $255,000

Others Institutions Holding PCAR

# of Institutions

1,109

Shares Held

342M

Call Options Held

1.49M

Put Options Held

981K

View Full List

About PACCAR INC

Ticker PCAR
Exchange NASDAQ
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 347,719,008
Market Cap $34.3B
Description
PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and ...

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Ep Wealth Advisors, LLC Paccar Inc Transaction History