Summit Financial Strategies, Inc. PKG Holdings History
Summit Financial Strategies, Inc.'s Packaging Corp of America Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 230,617.00 shares of Packaging Corp of America(PKG), totaling $45.67 Mil. This investment constitutes 4.61% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.26% of the outstanding Packaging Corp of America(PKG) stock.
The initial trade took place in 2015Q3. And since then Summit Financial Strategies, Inc. has made 8 purchases of PKG, at an average price of $136.32, for a total of 300,282.00 shares. In addition, there have been 4 sales at an average price of $140.67 for 69,665.00 shares. Based on historical transaction data and PKG's current price of $203.39, Summit Financial Strategies, Inc.'s estimated gain on his PKG holdings is $15.77 Mil, reflecting a 38.53% gain to date.
Summit Financial Strategies, Inc. PKG ($203.39) Holding Chart
Summit Financial Strategies, Inc. PKG ($203.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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