Wharton Business Group’s Smurfit Westrock plc SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.93M Sell
44,572
-4,380
-9% -$190K 0.08% 68
2025
Q1
$2.28M Sell
48,952
-18,142
-27% -$844K 0.1% 62
2024
Q4
$3.61M Sell
67,094
-60,492
-47% -$3.26M 0.16% 61
2024
Q3
$6.31M Buy
+127,586
New +$6.31M 0.28% 54