Kestra Advisory Services’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
$288K Sell
6,674
-158
-2% -$6.82K ﹤0.01% 2375
2025
Q1
$308K Sell
6,832
-4,271
-38% -$192K ﹤0.01% 2152
2024
Q4
$598K Buy
11,103
+2,638
+31% +$142K ﹤0.01% 1750
2024
Q3
$418K Buy
+8,465
New +$418K ﹤0.01% 1873