Envestnet Portfolio Solutions’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 Q1	–	Sell	-13,151	Closed	-$708K	–	1806
2024 Q4	$708K	Buy	13,151 +4,115	+46%	+$222K	﹤0.01%	1075
2024 Q3	$447K	Buy	+9,036	New	+$447K	﹤0.01%	1264