Allworth Financial’s Smurfit Westrock plc SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.3K Sell
2,185
-20
-0.9% -$863 ﹤0.01% 1566
2025
Q1
$93.6K Buy
2,205
+579
+36% +$24.6K ﹤0.01% 1255
2024
Q4
$90K Sell
1,626
-41
-2% -$2.27K ﹤0.01% 1309
2024
Q3
$82.4K Buy
+1,667
New +$82.4K ﹤0.01% 1171