ONSWM
SW

Old North State Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Old North State Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.45M Buy
79,962
+599
+0.8% +$25.9K 1.8% 20
2025
Q1 		$3.58M Buy
79,363
+1,926
+2% +$86.8K 1.99% 14
2024
Q4 		$4.17M Buy
77,437
+786
+1% +$42.4K 2.35% 10
2024
Q3 		$3.79M Buy
+76,651
New +$3.79M 2.12% 13