Beverly Hills Private Wealth’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
$1.33M Sell
7,061
-434
-6% -$81.8K 0.25% 104
2025
Q1
$1.48M Sell
7,495
-2,133
-22% -$422K 0.29% 92
2024
Q4
$2.17M Sell
9,628
-7,887
-45% -$1.78M 0.44% 66
2024
Q3
$3.77M Buy
17,515
+2,237
+15% +$482K 0.76% 29
2024
Q2
$2.79M Buy
15,278
+2,544
+20% +$464K 0.61% 38
2024
Q1
$2.42M Buy
12,734
+2,427
+24% +$461K 0.56% 49
2023
Q4
$1.68M Buy
10,307
+1,537
+18% +$250K 0.44% 69
2023
Q3
$1.35M Sell
8,770
-5,604
-39% -$861K 0.4% 71
2023
Q2
$2.21M Buy
14,374
+6,860
+91% +$1.06M 0.36% 68
2023
Q1
$1.04M Buy
7,514
+970
+15% +$135K 0.32% 80
2022
Q4
$837K Buy
+6,544
New +$837K 0.37% 78