Curated Wealth Partners’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 | $1.78M | Hold |
9,450
| – | – | 0.21% | 30 |
|
|
2025
Q1 | $1.87M | Hold |
9,450
| – | – | 0.24% | 27 |
|
|
2024
Q4 | $2.13M | Hold |
9,450
| – | – | 0.24% | 22 |
|
|
2024
Q3 | $2.04M | Hold |
9,450
| – | – | 0.26% | 22 |
|
|
2024
Q2 | $1.73M | Buy |
+9,450
| New | +$1.73M | 0.24% | 24 |
|
|
2024
Q1 | – | Sell |
-9,450
| Closed | -$1.54M | – | 106 |
|
|
2023
Q4 | $1.54M | Hold |
9,450
| – | – | 0.25% | 27 |
|
|
2023
Q3 | $1.45M | Hold |
9,450
| – | – | 0.26% | 24 |
|
|
2023
Q2 | $1.25M | Hold |
9,450
| – | – | 0.24% | 26 |
|
|
2023
Q1 | $1.31M | Hold |
9,450
| – | – | 0.3% | 25 |
|
|
2022
Q4 | $1.21M | Hold |
9,450
| – | – | 0.29% | 28 |
|
|
2022
Q3 | $1.06M | Hold |
9,450
| – | – | 0.31% | 26 |
|
|
2022
Q2 | $1.3M | Hold |
9,450
| – | – | 0.38% | 22 |
|
|
2022
Q1 | $1.29M | Hold |
9,450
| – | – | 0.44% | 26 |
|
|
2021
Q4 | $1.29M | Hold |
9,450
| – | – | 0.42% | 27 |
|
|
2021
Q3 | $1.3M | Hold |
9,450
| – | – | 0.73% | 24 |
|
|
2021
Q2 | $1.28M | Hold |
9,450
| – | – | 0.7% | 24 |
|
|
2021
Q1 | $1.27M | Hold |
9,450
| – | – | 0.78% | 24 |
|
|
2020
Q4 | $1.3M | Buy |
+9,450
| New | +$1.3M | 0.84% | 21 |
|