EverSource Wealth Advisors’s Smurfit Westrock plc SW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
5,677
+774
+16% +$33.4K 0.01% 773
2025
Q1
$221K Buy
4,903
+443
+10% +$20K 0.01% 623
2024
Q4
$240K Buy
4,460
+18
+0.4% +$969 0.01% 586
2024
Q3
$220K Buy
+4,442
New +$220K 0.01% 528