Valued Wealth Advisors LLC SMURFIT WESTROCK PLC Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Number of Shares
13
Previous 20 35.0%
Holding current value
$554,000
Previous $863,000 35.81%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
N/A
-7 Reduced 35.0%
13 $554,000
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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