Sequoia Financial 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 | $913K | Buy |
4,843
+2,915
| +151% | +$549K | 0.01% | 713 |
|
2025
Q1 | $382K | Buy |
1,928
+49
| +3% | +$9.7K | ﹤0.01% | 959 |
|
2024
Q4 | $423K | Buy |
1,879
+421
| +29% | +$94.8K | ﹤0.01% | 866 |
|
2024
Q3 | $314K | Buy |
1,458
+24
| +2% | +$5.17K | ﹤0.01% | 943 |
|
2024
Q2 | $262K | Sell |
1,434
-51
| -3% | -$9.31K | ﹤0.01% | 953 |
|
2024
Q1 | $282K | Sell |
1,485
-1,641
| -52% | -$311K | ﹤0.01% | 883 |
|
2023
Q4 | $509K | Buy |
+3,126
| New | +$509K | 0.01% | 726 |
|
2019
Q4 | – | Sell |
-5,393
| Closed | -$572K | – | 392 |
|
2019
Q3 | $572K | Buy |
5,393
+794
| +17% | +$84.2K | 0.04% | 181 |
|
2019
Q2 | $438K | Sell |
4,599
-289
| -6% | -$27.5K | 0.03% | 218 |
|
2019
Q1 | $486K | Buy |
+4,888
| New | +$486K | 0.04% | 187 |
|