DT
SW

Diversified Trust’s Smurfit Westrock plc SW Stock Holding History

Diversified Trust’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 		$1.04M Buy
24,160
+16,340
+209% +$705K 0.02% 368
2025
Q1 		$352K Sell
7,820
-1,564
-17% -$70.5K 0.01% 681
2024
Q4 		$505K Sell
9,384
-4,177
-31% -$225K 0.01% 597
2024
Q3 		$670K Buy
+13,561
New +$670K 0.02% 504