Jones Financial Companies’s Smurfit Westrock plc SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
7,087
-2,283
-24% -$98.3K ﹤0.01% 1484
2025
Q1
$417K Buy
9,370
+1,501
+19% +$66.8K ﹤0.01% 1206
2024
Q4
$424K Buy
7,869
+3,473
+79% +$187K ﹤0.01% 1055
2024
Q3
$220K Buy
+4,396
New +$220K ﹤0.01% 1099