Valeo Financial Advisors’s Smurfit Westrock SW Stock Holding History

Valeo Financial Advisors’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

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