IAA
SW

Independent Advisor Alliance’s Smurfit Westrock plc SW Stock Holding History

Independent Advisor 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
Q1 		– Sell
-6,421
Closed -$346K – 1403
2024
Q4 		$346K Buy
6,421
+330
+5% +$17.8K ﹤0.01% 1080
2024
Q3 		$301K Buy
+6,091
New +$301K 0.01% 562