Envestnet Asset Management’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	$17.6M	Sell	407,489 -111,200	-21%	-$4.8M	0.01%	1332
2025 Q1	$23.4M	Sell	518,689 -173,365	-25%	-$7.81M	0.01%	1096
2024 Q4	$37.3M	Buy	692,054 +242,011	+54%	+$13M	0.01%	844
2024 Q3	$22.2M	Buy	+450,043	New	+$22.2M	0.01%	1107