VFA
SW

Valeo Financial Advisors’s Smurfit Westrock plc SW Stock Holding History

Valeo 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 		$496K Buy
11,504
+1,047
+10% +$45.2K 0.01% 455
2025
Q1 		$471K Sell
10,457
-2,216
-17% -$99.9K 0.01% 421
2024
Q4 		$683K Buy
+12,673
New +$683K 0.02% 335