Richwood Investment 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
Q1 | – | Sell |
-897
| Closed | -$202K | – | 102 |
|
|
2024
Q4 | $202K | Sell |
897
-105
| -10% | -$23.6K | 0.17% | 100 |
|
|
2024
Q3 | $216K | Buy |
+1,002
| New | +$216K | 0.18% | 99 |
|
|
2024
Q1 | – | Sell |
-1,352
| Closed | -$220K | – | 101 |
|
|
2023
Q4 | $220K | Sell |
1,352
-90
| -6% | -$14.7K | 0.21% | 98 |
|
|
2023
Q3 | $221K | Buy |
+1,442
| New | +$221K | 0.23% | 96 |
|
|
2023
Q2 | – | Sell |
-1,482
| Closed | -$206K | – | 106 |
|
|
2023
Q1 | $206K | Buy |
+1,482
| New | +$206K | 0.21% | 101 |
|
|
2022
Q3 | – | Sell |
-1,732
| Closed | -$238K | – | 104 |
|
|
2022
Q2 | $238K | Buy |
1,732
+260
| +18% | +$35.7K | 0.24% | 99 |
|
|
2022
Q1 | $230K | Hold |
1,472
| – | – | 0.21% | 109 |
|
|
2021
Q4 | $200K | Buy |
+1,472
| New | +$200K | 0.17% | 107 |
|