Capstone Investment Advisors’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
$319K Buy
+7,398
New +$319K ﹤0.01% 701
2025
Q1
Sell
-16,992
Closed -$915K 895
2024
Q4
$915K Buy
16,992
+7,902
+87% +$426K ﹤0.01% 384
2024
Q3
$449K Buy
+9,090
New +$449K ﹤0.01% 449