Creative Planning
SW

Creative Planning’s Smurfit Westrock plc SW Stock Holding History

Creative Planning’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 		$291K Sell
6,744
-15,364
-69% -$663K ﹤0.01% 2910
2025
Q1 		$996K Sell
22,108
-2,274
-9% -$102K ﹤0.01% 1715
2024
Q4 		$1.31M Buy
24,382
+7,705
+46% +$415K ﹤0.01% 1439
2024
Q3 		$824K Buy
+16,677
New +$824K ﹤0.01% 1673