SWA
SOA Wealth Advisors’s Packaging Corp of America PKG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-73
| Closed | -$14.5K | – | 918 |
|
|
2025
Q1 | $14.5K | Hold |
73
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $16.4K | Hold |
73
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $15.7K | Hold |
73
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $13.3K | Sell |
73
-1
| -1% | -$183 | ﹤0.01% | 495 |
|
|
2024
Q1 | $14K | Hold |
74
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $12.1K | Hold |
74
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $11.4K | Hold |
74
| – | – | ﹤0.01% | 506 |
|
|
2023
Q2 | $9.78K | Hold |
74
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $10.3K | Hold |
74
| – | – | ﹤0.01% | 519 |
|
|
2022
Q4 | $9.47K | Hold |
74
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $8K | Sell |
74
-3
| -4% | -$324 | ﹤0.01% | 540 |
|
|
2022
Q2 | $10K | Hold |
77
| – | – | ﹤0.01% | 498 |
|
|
2022
Q1 | $12K | Hold |
77
| – | – | ﹤0.01% | 561 |
|
|
2021
Q4 | $10K | Hold |
77
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $10K | Buy |
77
+73
| +1,825% | +$9.48K | ﹤0.01% | 593 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 901 |
|