AWAM
Appian Way Asset Management’s Southwest Airlines LUV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-143,033
| Closed | -$4.24M | – | 37 |
|
2024
Q3 | $4.24M | Buy |
+143,033
| New | +$4.24M | 0.95% | 22 |
|
2021
Q2 | – | Sell |
-40,896
| Closed | -$2.5M | – | 59 |
|
2021
Q1 | $2.5M | Sell |
40,896
-16,200
| -28% | -$989K | 1.28% | 27 |
|
2020
Q4 | $2.66M | Sell |
57,096
-70,245
| -55% | -$3.27M | 1.3% | 29 |
|
2020
Q3 | $4.78M | Buy |
127,341
+80,201
| +170% | +$3.01M | 2.16% | 17 |
|
2020
Q2 | $1.61M | Buy |
+47,140
| New | +$1.61M | 0.78% | 29 |
|