Valued Wealth Advisors LLC SMURFIT WESTROCK PLC Transaction History

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Number of Shares
20
Previous 26 23.08%
Holding current value
$863,000
Previous $1.17 Million 26.37%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
N/A
-6 Reduced 23.08%
20 $863,000
Q4 2024

Jan 22, 2025
BUY
N/A
10 Added 62.5%
26 $1.4 Million
Q3 2024

Oct 28, 2024
BUY
N/A
16 New
16 $791,000
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