SDAM
Shulman DeMeo Asset Management’s Packaging Corp of America PKG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
1,238
-89
| -7% | -$16.8K | 0.06% | 104 |
|
|
2025
Q1 | $263K | Sell |
1,327
-2
| -0.2% | -$396 | 0.07% | 97 |
|
|
2024
Q4 | $299K | Sell |
1,329
-43
| -3% | -$9.68K | 0.08% | 90 |
|
|
2024
Q3 | $296K | Sell |
1,372
-84
| -6% | -$18.1K | 0.07% | 102 |
|
|
2024
Q2 | $266K | Buy |
1,456
+3
| +0.2% | +$548 | 0.07% | 106 |
|
|
2024
Q1 | $276K | Sell |
1,453
-50
| -3% | -$9.49K | 0.07% | 105 |
|
|
2023
Q4 | $245K | Buy |
1,503
+14
| +0.9% | +$2.28K | 0.07% | 113 |
|
|
2023
Q3 | $229K | Sell |
1,489
-125
| -8% | -$19.2K | 0.08% | 109 |
|
|
2023
Q2 | $213K | Buy |
1,614
+6
| +0.4% | +$793 | 0.06% | 116 |
|
|
2023
Q1 | $223K | Sell |
1,608
-28
| -2% | -$3.89K | 0.07% | 118 |
|
|
2022
Q4 | $209K | Buy |
+1,636
| New | +$209K | 0.07% | 121 |
|
|
2022
Q3 | – | Sell |
-1,685
| Closed | -$232K | – | 135 |
|
|
2022
Q2 | $232K | Buy |
1,685
+5
| +0.3% | +$688 | 0.08% | 116 |
|
|
2022
Q1 | $262K | Sell |
1,680
-5
| -0.3% | -$780 | 0.07% | 115 |
|
|
2021
Q4 | $229K | Buy |
1,685
+6
| +0.4% | +$815 | 0.06% | 132 |
|
|
2021
Q3 | $231K | Buy |
+1,679
| New | +$231K | 0.2% | 71 |
|
|
2021
Q2 | – | Sell |
-1,694
| Closed | -$228K | – | 125 |
|
|
2021
Q1 | $228K | Buy |
1,694
+236
| +16% | +$31.8K | 0.06% | 121 |
|
|
2020
Q4 | $201K | Buy |
+1,458
| New | +$201K | 0.06% | 132 |
|
|
2020
Q1 | – | Sell |
-3,544
| Closed | -$397K | – | 119 |
|
|
2019
Q4 | $397K | Buy |
3,544
+338
| +11% | +$37.9K | 0.14% | 79 |
|
|
2019
Q3 | $340K | Buy |
3,206
+366
| +13% | +$38.8K | 0.11% | 89 |
|
|
2019
Q2 | $271K | Buy |
2,840
+670
| +31% | +$63.9K | 0.1% | 99 |
|
|
2019
Q1 | $216K | Buy |
+2,170
| New | +$216K | 0.08% | 111 |
|