Valued Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Valued Wealth 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	$554	Sell
2025 Q2	$863	Sell
2025 Q1	$1.17K	Hold
2024 Q4	$1.4K	Buy
2024 Q3	$791	Buy