Congress 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
$995K Buy
5,280
+1,336
+34% +$252K 0.01% 707
2025
Q1
$781K Buy
3,944
+479
+14% +$94.9K 0.01% 687
2024
Q4
$780K Sell
3,465
-1,182
-25% -$266K 0.01% 556
2024
Q3
$1M Buy
4,647
+3,447
+287% +$743K 0.01% 521
2024
Q2
$219K Buy
+1,200
New +$219K ﹤0.01% 683