AOWM
SW

Alpha Omega Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Alpha Omega Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.75M Sell
86,838
-4,468
-5% -$193K 0.67% 47
2025
Q1 		$4.11M Sell
91,306
-6,199
-6% -$279K 0.79% 41
2024
Q4 		$5.25M Buy
+97,505
New +$5.25M 1% 26