AssetMark Inc’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	$93.7K	Buy	2,172 +795	+58%	+$34.3K	﹤0.01%	1385
2025 Q1	$62K	Sell	1,377 -13	-0.9%	-$586	﹤0.01%	1391
2024 Q4	$74.9K	Buy	1,390 +198	+17%	+$10.7K	﹤0.01%	1308
2024 Q3	$58.9K	Buy	+1,192	New	+$58.9K	﹤0.01%	1250