LFA
SW

Legacy Financial Advisors’s Smurfit Westrock plc SW Stock Holding History

Legacy Financial Advisors’s Portfolio SW Stock Details SW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,763
Closed -$310K – 380
2024
Q4 		$310K Buy
5,763
+235
+4% +$12.7K 0.05% 271
2024
Q3 		$273K Buy
+5,528
New +$273K 0.05% 290