Sax 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 | $303K | Buy |
1,606
+1
| +0.1% | +$188 | 0.02% | 337 |
|
|
2025
Q1 | $318K | Buy |
1,605
+12
| +0.8% | +$2.38K | 0.02% | 287 |
|
|
2024
Q4 | $359K | Buy |
1,593
+4
| +0.3% | +$901 | 0.03% | 239 |
|
|
2024
Q3 | $342K | Buy |
1,589
+7
| +0.4% | +$1.51K | 0.03% | 207 |
|
|
2024
Q2 | $289K | Buy |
1,582
+136
| +9% | +$24.8K | 0.03% | 210 |
|
|
2024
Q1 | $274K | Hold |
1,446
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $236K | Hold |
1,446
| – | – | 0.04% | 168 |
|
|
2023
Q3 | $222K | Sell |
1,446
-80
| -5% | -$12.3K | 0.04% | 164 |
|
|
2023
Q2 | $202K | Hold |
1,526
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $212K | Buy |
+1,526
| New | +$212K | 0.05% | 164 |
|
|
2022
Q3 | – | Sell |
-1,526
| Closed | -$210K | – | 167 |
|
|
2022
Q2 | $210K | Sell |
1,526
-25
| -2% | -$3.44K | 0.05% | 154 |
|
|
2022
Q1 | $242K | Hold |
1,551
| – | – | 0.06% | 151 |
|
|
2021
Q4 | $211K | Sell |
1,551
-174
| -10% | -$23.7K | 0.04% | 172 |
|
|
2021
Q3 | $237K | Hold |
1,725
| – | – | 0.06% | 149 |
|
|
2021
Q2 | $234K | Hold |
1,725
| – | – | 0.08% | 138 |
|
|
2021
Q1 | $232K | Hold |
1,725
| – | – | 0.08% | 128 |
|
|
2020
Q4 | $238K | Buy |
+1,725
| New | +$238K | 0.11% | 113 |
|