Bartlett & Co Wealth Management’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 | $38.1K | Buy |
201
+1
| +0.5% | +$190 | ﹤0.01% | 703 |
|
|
2025
Q1 | $39.9K | Hold |
200
| – | – | ﹤0.01% | 693 |
|
|
2024
Q4 | $45.3K | Hold |
200
| – | – | ﹤0.01% | 673 |
|
|
2024
Q3 | $43.3K | Hold |
200
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $36.8K | Hold |
200
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $38.2K | Sell |
200
-124
| -38% | -$23.7K | ﹤0.01% | 704 |
|
|
2023
Q4 | $53.3K | Buy |
324
+74
| +30% | +$12.2K | ﹤0.01% | 694 |
|
|
2023
Q3 | $38.7K | Hold |
250
| – | – | ﹤0.01% | 709 |
|
|
2023
Q2 | $33.4K | Hold |
250
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $35K | Hold |
250
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $32.3K | Hold |
250
| – | – | ﹤0.01% | 648 |
|
|
2022
Q3 | $28.4K | Hold |
250
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $34.7K | Hold |
250
| – | – | ﹤0.01% | 638 |
|
|
2022
Q1 | $39.3K | Buy |
+250
| New | +$39.3K | ﹤0.01% | 627 |
|
|
2021
Q4 | – | Sell |
-261
| Closed | -$36.1K | – | 750 |
|
|
2021
Q3 | $36.1K | Buy |
261
+11
| +4% | +$1.52K | ﹤0.01% | 551 |
|
|
2021
Q2 | $34.2K | Sell |
250
-50
| -17% | -$6.83K | ﹤0.01% | 562 |
|
|
2021
Q1 | $40.6K | Hold |
300
| – | – | ﹤0.01% | 573 |
|
|
2020
Q4 | $41.7K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $33K | Sell |
300
-100
| -25% | -$11K | ﹤0.01% | 550 |
|
|
2020
Q2 | $40.2K | Hold |
400
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $35K | Hold |
400
| – | – | ﹤0.01% | 520 |
|
|
2019
Q4 | $45.1K | Hold |
400
| – | – | ﹤0.01% | 551 |
|
|
2019
Q3 | $42.8K | Sell |
400
-13
| -3% | -$1.39K | ﹤0.01% | 557 |
|
|
2019
Q2 | $39.7K | Buy |
413
+13
| +3% | +$1.25K | ﹤0.01% | 466 |
|
|
2019
Q1 | $40.1K | Hold |
400
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $33.7K | Hold |
400
| – | – | ﹤0.01% | 462 |
|
|
2018
Q3 | $44.2K | Hold |
400
| – | – | ﹤0.01% | 453 |
|
|
2018
Q2 | $45K | Hold |
400
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $45.3K | Buy |
+400
| New | +$45.3K | ﹤0.01% | 441 |
|