MYIA
SW

Mount Yale Investment Advisors’s Smurfit Westrock plc SW Stock Holding History

Mount Yale Investment Advisors’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 		$37.2K Sell
863
-6,559
-88% -$283K ﹤0.01% 894
2025
Q1 		$334K Sell
7,422
-837
-10% -$37.7K 0.03% 409
2024
Q4 		$445K Buy
+8,259
New +$445K 0.04% 363