SPIA
SW

Steward Partners Investment Advisory’s Smurfit Westrock plc SW Stock Holding History

Steward Partners Investment Advisory’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 		$248K Sell
5,742
-1,415
-20% -$61.1K ﹤0.01% 1652
2025
Q1 		$323K Sell
7,157
-1,103
-13% -$49.7K ﹤0.01% 1410
2024
Q4 		$445K Buy
8,260
+1,912
+30% +$103K ﹤0.01% 1219
2024
Q3 		$314K Buy
+6,348
New +$314K ﹤0.01% 1313