WA
SW

Waverly Advisors’s Smurfit Westrock plc SW Stock Holding History

Waverly 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 		– Sell
-6,826
Closed -$308K – 1218
2025
Q1 		$308K Buy
6,826
+621
+10% +$28K ﹤0.01% 914
2024
Q4 		$334K Sell
6,205
-825
-12% -$44.4K 0.01% 789
2024
Q3 		$347K Buy
+7,030
New +$347K 0.01% 649