Carson Wealth (CWM LLC)’s Smurfit Westrock plc SW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
7,407
+2,735
+59% +$118K ﹤0.01% 1819
2025
Q1
$211K Sell
4,672
-1,316
-22% -$59.4K ﹤0.01% 1891
2024
Q4
$323K Buy
5,988
+1,391
+30% +$75K ﹤0.01% 1552
2024
Q3
$227K Buy
+4,597
New +$227K ﹤0.01% 1692