Caldwell Trust’s Packaging Corp of America PKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
3,664
-33
|
|
||||
|
2025
Q1 | $732K | Sell |
3,697
-38
|
|
||||
|
2024
Q4 | $841K | Sell |
3,735
-655
|
|
||||
|
2024
Q3 | $946K | Sell |
4,390
-197
|
|
||||
|
2024
Q2 | $837K | Hold |
4,587
|
|
||||
|
2024
Q1 | $871K | Sell |
4,587
-409
|
|
||||
|
2023
Q4 | $814K | Sell |
4,996
-68
|
|
||||
|
2023
Q3 | $778K | Sell |
5,064
-134
|
|
||||
|
2023
Q2 | $687K | Sell |
5,198
-34
|
|
||||
|
2023
Q1 | $726K | Sell |
5,232
-34
|
|
||||
|
2022
Q4 | $674K | Buy |
5,266
+107
|
|
||||
|
2022
Q3 | $579K | Sell |
5,159
-290
|
|
||||
|
2022
Q2 | $749K | Buy |
5,449
+196
|
|
||||
|
2022
Q1 | $820K | Buy |
5,253
+174
|
|
||||
|
2021
Q4 | $692K | Hold |
5,079
|
|
||||
|
2021
Q3 | $698K | Sell |
5,079
-41
|
|
||||
|
2021
Q2 | $693K | Buy |
5,120
+389
|
|
||||
|
2021
Q1 | $636K | Buy |
4,731
+333
|
|
||||
|
2020
Q4 | $607K | Sell |
4,398
-172
|
|
||||
|
2020
Q3 | $498K | Sell |
4,570
-142
|
|
||||
|
2020
Q2 | $470K | Sell |
4,712
-45
|
|
||||
|
2020
Q1 | $413K | Sell |
4,757
-153
|
|
||||
|
2019
Q4 | $550K | Buy |
+4,910
|
|