BCWM
SW

Bartlett & Co Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$475 Buy
11
+9
+450% +$389 ﹤0.01% 1166
2025
Q1 		$90 Sell
2
-98
-98% -$4.41K ﹤0.01% 1207
2024
Q4 		$5.39K Sell
100
-1,722
-95% -$92.7K ﹤0.01% 965
2024
Q3 		$90K Buy
+1,822
New +$90K ﹤0.01% 559