AWM
SW

Axxcess Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Axxcess Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,261
Closed -$229K – 951
2024
Q4 		$229K Sell
4,261
-218
-5% -$11.7K 0.01% 764
2024
Q3 		$221K Buy
+4,479
New +$221K 0.01% 811