Corient Private Wealth’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
$599K Sell
13,872
-4,162
-23% -$180K ﹤0.01% 1698
2025
Q1
$813K Sell
18,034
-1,452
-7% -$65.4K ﹤0.01% 1369
2024
Q4
$1.05M Sell
19,486
-14,826
-43% -$799K ﹤0.01% 1303
2024
Q3
$1.7M Buy
+34,312
New +$1.7M ﹤0.01% 1147