Valeo Financial Advisors’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$464K Sell
2025
Q3
$741K Buy
2025
Q2
$496K Buy
2025
Q1
$471K Sell
2024
Q4
$683K Buy