Forum Financial Management’s Smurfit Westrock SW Stock Holding History

Forum Financial Management’s Portfolio SW Stock Details SW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$552K	Buy
2025 Q3	$597K	Sell
2025 Q2	$675K	Buy
2025 Q1	$443K	Buy
2024 Q4	$527K	Buy
2024 Q3	$299K	Buy