United Capital 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 | $357K | Sell |
1,896
-36
| -2% | -$6.78K | ﹤0.01% | 867 |
|
|
2025
Q1 | $383K | Sell |
1,932
-23
| -1% | -$4.55K | ﹤0.01% | 815 |
|
|
2024
Q4 | $440K | Sell |
1,955
-298
| -13% | -$67.1K | ﹤0.01% | 763 |
|
|
2024
Q3 | $485K | Buy |
2,253
+14
| +0.6% | +$3.02K | ﹤0.01% | 735 |
|
|
2024
Q2 | $409K | Sell |
2,239
-65
| -3% | -$11.9K | ﹤0.01% | 754 |
|
|
2024
Q1 | $437K | Buy |
2,304
+15
| +0.7% | +$2.85K | ﹤0.01% | 763 |
|
|
2023
Q4 | $373K | Buy |
+2,289
| New | +$373K | ﹤0.01% | 802 |
|
|
2020
Q3 | – | Sell |
-5,571
| Closed | -$556K | – | 1209 |
|
|
2020
Q2 | $556K | Buy |
+5,571
| New | +$556K | ﹤0.01% | 827 |
|
|
2020
Q1 | – | Sell |
-9,491
| Closed | -$1.06M | – | 1311 |
|
|
2019
Q4 | $1.06M | Buy |
9,491
+978
| +11% | +$110K | 0.01% | 753 |
|
|
2019
Q3 | $903K | Sell |
8,513
-2,994
| -26% | -$318K | 0.01% | 772 |
|
|
2019
Q2 | $1.1M | Buy |
11,507
+231
| +2% | +$22K | 0.01% | 776 |
|
|
2019
Q1 | $1.12M | Buy |
11,276
+8,124
| +258% | +$808K | 0.01% | 742 |
|
|
2018
Q4 | $259K | Sell |
3,152
-106
| -3% | -$8.71K | ﹤0.01% | 1118 |
|
|
2018
Q3 | $357K | Buy |
3,258
+123
| +4% | +$13.5K | ﹤0.01% | 1047 |
|
|
2018
Q2 | $350K | Sell |
3,135
-279
| -8% | -$31.1K | ﹤0.01% | 1036 |
|
|
2018
Q1 | $385K | Sell |
3,414
-11,126
| -77% | -$1.25M | ﹤0.01% | 1018 |
|
|
2017
Q4 | $1.75M | Buy |
14,540
+10,924
| +302% | +$1.32M | 0.01% | 628 |
|
|
2017
Q3 | $415K | Buy |
3,616
+345
| +11% | +$39.6K | ﹤0.01% | 1014 |
|
|
2017
Q2 | $364K | Buy |
3,271
+154
| +5% | +$17.1K | ﹤0.01% | 1015 |
|
|
2017
Q1 | $286K | Sell |
3,117
-613
| -16% | -$56.2K | ﹤0.01% | 1061 |
|
|
2016
Q4 | $316K | Sell |
3,730
-8,058
| -68% | -$683K | ﹤0.01% | 1032 |
|
|
2016
Q3 | $958K | Buy |
+11,788
| New | +$958K | 0.01% | 784 |
|