RIA
SW

Recurrent Investment Advisors’s Smurfit Westrock plc SW Stock Holding History

Recurrent Investment Advisors’s Portfolio SW Stock Details SW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,780
Closed -$531K – 67
2025
Q1 		$531K Sell
11,780
-25,291
-68% -$1.14M 0.05% 58
2024
Q4 		$2M Buy
37,071
+18,619
+101% +$1M 0.18% 33
2024
Q3 		$912K Buy
+18,452
New +$912K 0.09% 41