Patten & Patten’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41M Sell
2025
Q1
$44.2M Sell
2024
Q4
$52.9M Sell
2024
Q3
$49.5M Buy