EverSource Wealth Advisors’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 | $944K | Buy |
5,008
+1,176
| +31% | +$222K | 0.04% | 292 |
|
|
2025
Q1 | $759K | Buy |
3,832
+195
| +5% | +$38.6K | 0.04% | 296 |
|
|
2024
Q4 | $819K | Buy |
3,637
+66
| +2% | +$14.9K | 0.05% | 274 |
|
|
2024
Q3 | $769K | Buy |
3,571
+21
| +0.6% | +$4.52K | 0.05% | 261 |
|
|
2024
Q2 | $709K | Buy |
3,550
+59
| +2% | +$11.8K | 0.05% | 262 |
|
|
2024
Q1 | $604K | Buy |
3,491
+100
| +3% | +$17.3K | 0.05% | 239 |
|
|
2023
Q4 | $553K | Sell |
3,391
-43
| -1% | -$7.01K | 0.05% | 234 |
|
|
2023
Q3 | $527K | Buy |
3,434
+23
| +0.7% | +$3.53K | 0.06% | 224 |
|
|
2023
Q2 | $451K | Buy |
3,411
+28
| +0.8% | +$3.7K | 0.05% | 242 |
|
|
2023
Q1 | $470K | Buy |
3,383
+25
| +0.7% | +$3.47K | 0.06% | 222 |
|
|
2022
Q4 | $430K | Sell |
3,358
-902
| -21% | -$115K | 0.07% | 219 |
|
|
2022
Q3 | $478K | Buy |
4,260
+4,236
| +17,650% | +$475K | 0.11% | 180 |
|
|
2022
Q2 | $3K | Buy |
24
+6
| +33% | +$750 | ﹤0.01% | 1420 |
|
|
2022
Q1 | $3K | Sell |
18
-3
| -14% | -$500 | ﹤0.01% | 1440 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1598 |
|