Summit Financial Strategies, Inc. PKG Holdings History
Summit Financial Strategies, Inc.'s Packaging Corp of America Holding Summary
As of 2025-06-30, Summit Financial Strategies, Inc. held 243,148.00 shares of Packaging Corp of America(PKG), totaling $45.82 Mil. This investment constitutes 4.24% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.27% 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 9 purchases of PKG, at an average price of $138.43, for a total of 312,813.00 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 $202.24, Summit Financial Strategies, Inc.'s estimated gain on his PKG holdings is $15.67 Mil, reflecting a 36.19% gain to date.
Summit Financial Strategies, Inc. PKG ($202.24) Holding Chart
Summit Financial Strategies, Inc. PKG ($202.24) 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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