Kovitz Investment Group Partners’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
$4.53M Buy
104,908
+31,788
+43% +$1.37M 0.02% 463
2025
Q1
$3.29M Buy
73,120
+15,286
+26% +$689K 0.02% 481
2024
Q4
$3.11M Buy
57,834
+4,072
+8% +$219K 0.02% 493
2024
Q3
$2.54M Buy
+53,762
New +$2.54M 0.02% 459