FA
SW

Fiduciary Alliance’s Smurfit Westrock plc SW Stock Holding History

Fiduciary Alliance’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 		– Sell
-5,018
Closed -$226K – 486
2025
Q1 		$226K Buy
5,018
+318
+7% +$14.3K 0.02% 353
2024
Q4 		$253K Buy
+4,700
New +$253K 0.03% 309