WAM
SW

Weatherly Asset Management’s Smurfit Westrock plc SW Stock Holding History

Weatherly Asset Management’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 		$849K Sell
19,679
-672
-3% -$29K 0.07% 112
2025
Q1 		$917K Sell
20,351
-3,272
-14% -$147K 0.08% 111
2024
Q4 		$1.27M Sell
23,623
-1,223
-5% -$65.9K 0.11% 93
2024
Q3 		$1.23M Buy
+24,846
New +$1.23M 0.11% 95