Waverly 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 | $2.57M | Buy |
13,629
+414
| +3% | +$78K | 0.03% | 440 |
|
|
2025
Q1 | $2.62M | Buy |
13,215
+251
| +2% | +$49.7K | 0.03% | 423 |
|
|
2024
Q4 | $2.92M | Buy |
12,964
+647
| +5% | +$146K | 0.05% | 312 |
|
|
2024
Q3 | $2.65M | Sell |
12,317
-179
| -1% | -$38.6K | 0.05% | 285 |
|
|
2024
Q2 | $2.28M | Buy |
12,496
+117
| +0.9% | +$21.4K | 0.04% | 295 |
|
|
2024
Q1 | $2.35M | Buy |
+12,379
| New | +$2.35M | 0.06% | 233 |
|
|
2014
Q1 | – | Sell |
-67
| Closed | -$4K | – | 805 |
|
|
2013
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 713 |
|
|
2013
Q3 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 511 |
|