Wharton Business Group, LLC SW Holdings History
Wharton Business Group, LLC's Smurfit WestRock PLC Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 48,952.00 shares of Smurfit WestRock PLC(SW), totaling $2.28 Mil. This investment constitutes 0.1% of their stock portfolio, and Wharton Business Group, LLC now holds 0.01% of the outstanding Smurfit WestRock PLC(SW) stock.
The initial trade took place in 2024Q3. And since then Wharton Business Group, LLC has made 1 purchases of SW, at an average price of $45.49, for a total of 127,586.00 shares. In addition, there have been 2 sales at an average price of $50.91 for 78,634.00 shares. Based on historical transaction data and SW's current price of $44.86, Wharton Business Group, LLC's estimated gain on his SW holdings is $395,357.64, reflecting a 6.81% gain to date.
Wharton Business Group, LLC SW ($44.86) Holding Chart
Wharton Business Group, LLC SW ($44.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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