WANY
SW

Wealthspire Advisors (New York)’s Smurfit Westrock plc SW Stock Holding History

Wealthspire Advisors (New York)’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 		$210K Buy
4,872
+351
+8% +$15.1K ﹤0.01% 781
2025
Q1 		$204K Sell
4,521
-683
-13% -$30.8K ﹤0.01% 743
2024
Q4 		$280K Sell
5,204
-259
-5% -$14K ﹤0.01% 659
2024
Q3 		$270K Buy
+5,463
New +$270K ﹤0.01% 642