B. Riley Wealth Advisors’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,219
| New | +$230K | 0.01% | 800 |
|
|
2024
Q4 | $413K | Sell |
1,825
-496
| -21% | -$112K | 0.01% | 759 |
|
|
2024
Q3 | $501K | Sell |
2,321
-1,451
| -38% | -$313K | 0.01% | 744 |
|
|
2024
Q2 | $693K | Buy |
3,772
+111
| +3% | +$20.4K | 0.02% | 673 |
|
|
2024
Q1 | $567K | Buy |
3,661
+23
| +0.6% | +$3.56K | 0.02% | 733 |
|
|
2023
Q4 | $597K | Sell |
3,638
-23
| -0.6% | -$3.77K | 0.02% | 726 |
|
|
2023
Q3 | $567K | Sell |
3,661
-86
| -2% | -$13.3K | 0.02% | 733 |
|
|
2023
Q2 | $500K | Buy |
3,747
+406
| +12% | +$54.1K | 0.01% | 855 |
|
|
2023
Q1 | $468K | Buy |
3,341
+218
| +7% | +$30.5K | 0.01% | 831 |
|
|
2022
Q4 | $403K | Buy |
3,123
+514
| +20% | +$66.4K | 0.01% | 879 |
|
|
2022
Q3 | $293K | Sell |
2,609
-913
| -26% | -$103K | 0.01% | 1015 |
|
|
2022
Q2 | $485K | Buy |
3,522
+742
| +27% | +$102K | 0.02% | 669 |
|
|
2022
Q1 | $434K | Buy |
2,780
+1,127
| +68% | +$176K | 0.01% | 826 |
|
|
2021
Q4 | $225K | Buy |
1,653
+102
| +7% | +$13.9K | 0.01% | 1217 |
|
|
2021
Q3 | $214K | Buy |
+1,551
| New | +$214K | 0.01% | 1209 |
|
|
2021
Q1 | – | Sell |
-2,246
| Closed | -$310K | – | 1396 |
|
|
2020
Q4 | $310K | Sell |
2,246
-127
| -5% | -$17.5K | 0.02% | 739 |
|
|
2020
Q3 | $259K | Buy |
2,373
+33
| +1% | +$3.6K | 0.01% | 755 |
|
|
2020
Q2 | $234K | Sell |
2,340
-53
| -2% | -$5.3K | 0.02% | 716 |
|
|
2020
Q1 | $208K | Buy |
2,393
+104
| +5% | +$9.04K | 0.02% | 663 |
|
|
2019
Q4 | $257K | Buy |
+2,289
| New | +$257K | 0.02% | 665 |
|
|
2018
Q2 | – | Sell |
-2,342
| Closed | -$264K | – | 716 |
|
|
2018
Q1 | $264K | Sell |
2,342
-223
| -9% | -$25.1K | 0.04% | 494 |
|
|
2017
Q4 | $310K | Sell |
2,565
-23
| -0.9% | -$2.78K | 0.04% | 431 |
|
|
2017
Q3 | $297K | Buy |
2,588
+670
| +35% | +$76.9K | 0.05% | 377 |
|
|
2017
Q2 | $214K | Buy |
+1,918
| New | +$214K | 0.04% | 459 |
|
|
2015
Q1 | – | Sell |
-3,684
| Closed | -$2.88K | – | 1595 |
|
|
2014
Q4 | $2.88K | Buy |
+3,684
| New | +$2.88K | 0.06% | 411 |
|
|
2014
Q3 | – | Sell |
-1,370
| Closed | -$98K | – | 1555 |
|
|
2014
Q2 | $98K | Buy |
+1,370
| New | +$98K | 0.02% | 735 |
|