UCFA
SW

United Capital Financial Advisors’s Smurfit Westrock plc SW Stock Holding History

United Capital Financial 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 		$264K Sell
6,128
-649
-10% -$28K ﹤0.01% 957
2025
Q1 		$305K Buy
6,777
+3,025
+81% +$136K ﹤0.01% 875
2024
Q4 		$202K Sell
3,752
-832
-18% -$44.8K ﹤0.01% 1010
2024
Q3 		$227K Buy
+4,584
New +$227K ﹤0.01% 966