IWC
SW

Integrated Wealth Concepts’s Smurfit Westrock plc SW Stock Holding History

Integrated Wealth Concepts’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 		$214K Sell
4,956
-545
-10% -$23.5K ﹤0.01% 1735
2025
Q1 		$248K Buy
5,501
+346
+7% +$15.6K ﹤0.01% 1511
2024
Q4 		$278K Buy
+5,155
New +$278K ﹤0.01% 1412