Integrated Wealth Concepts’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 | $706K | Buy |
3,746
+790
| +27% | +$149K | 0.01% | 1094 |
|
|
2025
Q1 | $585K | Buy |
2,956
+1,252
| +73% | +$248K | 0.01% | 1076 |
|
|
2024
Q4 | $384K | Buy |
1,704
+254
| +18% | +$57.2K | ﹤0.01% | 1243 |
|
|
2024
Q3 | $312K | Buy |
+1,450
| New | +$312K | ﹤0.01% | 1313 |
|
|
2024
Q1 | – | Sell |
-3,406
| Closed | -$555K | – | 1694 |
|
|
2023
Q4 | $555K | Buy |
3,406
+269
| +9% | +$43.8K | 0.01% | 956 |
|
|
2023
Q3 | $482K | Buy |
3,137
+129
| +4% | +$19.8K | 0.01% | 994 |
|
|
2023
Q2 | $398K | Sell |
3,008
-1,196
| -28% | -$158K | 0.01% | 1097 |
|
|
2023
Q1 | $584K | Buy |
4,204
+222
| +6% | +$30.8K | 0.01% | 803 |
|
|
2022
Q4 | $509K | Buy |
3,982
+252
| +7% | +$32.2K | 0.01% | 655 |
|
|
2022
Q3 | $419K | Buy |
+3,730
| New | +$419K | 0.01% | 644 |
|
|
2022
Q1 | – | Sell |
-2,810
| Closed | -$383K | – | 1021 |
|
|
2021
Q4 | $383K | Buy |
2,810
+443
| +19% | +$60.4K | 0.01% | 683 |
|
|
2021
Q3 | $325K | Buy |
+2,367
| New | +$325K | 0.01% | 712 |
|