Wharton Business Group’s Smurfit Westrock SW Stock Holding History

Wharton Business Group’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	$1.9M	Hold
2025 Q2	$1.93M	Sell
2025 Q1	$2.28M	Sell
2024 Q4	$3.61M	Sell
2024 Q3	$6.3M	Buy