B. Riley Wealth Advisors’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-933
| Closed | -$203K | – | 1135 |
|
|
2025
Q3 | $203K | Sell |
933
-286
| -23% | -$59K | 0.01% | 888 |
|
|
2025
Q2 | $230K | Buy |
+1,219
| New | +$230K | 0.01% | 821 |
|
|
2024
Q4 | $413K | Sell |
1,825
-496
| -21% | -$115K | 0.01% | 759 |
|
|
2024
Q3 | $501K | Sell |
2,321
-1,451
| -38% | -$288K | 0.01% | 744 |
|
|
2024
Q2 | $693K | Buy |
3,772
+111
| +3% | +$20.2K | 0.02% | 673 |
|
|
2024
Q1 | $567K | Buy |
3,661
+23
| +0.6% | +$3.99K | 0.02% | 733 |
|
|
2023
Q4 | $597K | Sell |
3,638
-23
| -0.6% | -$3.62K | 0.02% | 726 |
|
|
2023
Q3 | $567K | Sell |
3,661
-86
| -2% | -$12.6K | 0.02% | 733 |
|
|
2023
Q2 | $500K | Buy |
3,747
+406
| +12% | +$54.2K | 0.01% | 855 |
|
|
2023
Q1 | $468K | Buy |
3,341
+218
| +7% | +$29.6K | 0.01% | 831 |
|
|
2022
Q4 | $403K | Buy |
3,123
+514
| +20% | +$64.4K | 0.01% | 879 |
|
|
2022
Q3 | $293K | Sell |
2,609
-913
| -26% | -$124K | 0.01% | 1015 |
|
|
2022
Q2 | $485K | Buy |
3,522
+742
| +27% | +$115K | 0.02% | 669 |
|
|
2022
Q1 | $434K | Buy |
2,780
+1,127
| +68% | +$165K | 0.01% | 826 |
|
|
2021
Q4 | $225K | Buy |
1,653
+102
| +7% | +$13.7K | 0.01% | 1217 |
|
|
2021
Q3 | $214K | Buy |
+1,551
| New | +$221K | 0.01% | 1209 |
|
|
2021
Q1 | – | Sell |
-2,246
| Closed | -$310K | – | 1396 |
|
|
2020
Q4 | $310K | Sell |
2,246
-127
| -5% | -$16K | 0.02% | 739 |
|
|
2020
Q3 | $259K | Buy |
2,373
+33
| +1% | +$3.37K | 0.01% | 755 |
|
|
2020
Q2 | $234K | Sell |
2,340
-53
| -2% | -$5.04K | 0.02% | 716 |
|
|
2020
Q1 | $208K | Buy |
2,393
+104
| +5% | +$10.1K | 0.02% | 663 |
|
|
2019
Q4 | $257K | Buy |
+2,289
| New | +$253K | 0.02% | 665 |
|
|
2018
Q2 | – | Sell |
-2,342
| Closed | -$264K | – | 716 |
|
|
2018
Q1 | $264K | Sell |
2,342
-223
| -9% | -$26.9K | 0.04% | 494 |
|
|
2017
Q4 | $310K | Sell |
2,565
-23
| -0.9% | -$2.67K | 0.04% | 431 |
|
|
2017
Q3 | $297K | Buy |
2,588
+670
| +35% | +$74.9K | 0.05% | 377 |
|
|
2017
Q2 | $214K | Buy |
+1,918
| New | +$193K | 0.04% | 459 |
|
|
2015
Q1 | – | Sell |
-3,684
| Closed | -$2.88K | – | 1599 |
|
|
2014
Q4 | $2.88K | Buy |
+3,684
| New | +$264K | 0.06% | 411 |
|
|
2014
Q3 | – | Sell |
-1,370
| Closed | -$98K | – | 1554 |
|
|
2014
Q2 | $98K | Buy |
+1,370
| New | +$94.1K | 0.02% | 735 |
|
Other funds holding PKG
B. Riley Wealth Advisors's PKG Position: Q4 2025 in Review
B. Riley Wealth Advisors sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 933 shares — an estimated $203K sold.
B. Riley Wealth Advisors first reported a position in PKG in Q2 2014 and held it in 27 quarters. The position peaked at $693K in Q2 2024. 867 funds tracked by Wall St. Rank hold PKG as of Q4 2025.
- B. Riley Wealth Advisors reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 933 Packaging Corp of America shares in Q4 2025, an estimated $203K.
- B. Riley Wealth Advisors first reported a position in Packaging Corp of America in Q2 2014 and held it in 27 quarters.
- B. Riley Wealth Advisors's Packaging Corp of America position peaked at $693K in Q2 2024.
- 867 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.