CSPIA
SW

Cary Street Partners Investment Advisory’s Smurfit Westrock plc SW Stock Holding History

Cary Street Partners Investment Advisory’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 		$144K Buy
3,331
+489
+17% +$21.1K 0.07% 284
2025
Q1 		$128K Buy
2,842
+825
+41% +$37.2K 0.07% 270
2024
Q4 		$109K Buy
+2,017
New +$109K 0.07% 253