DWA

Dougherty Wealth Advisers’s Landstar System LSTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.7K	Hold	321	–	–	0.03%	85
2025 Q1	$48.3K	Hold	321	–	–	0.04%	82
2024 Q4	$55.2K	Hold	321	–	–	0.04%	79
2024 Q3	$60.7K	Hold	321	–	–	0.05%	72
2024 Q2	$59.3K	Hold	321	–	–	0.05%	70
2024 Q1	$62K	Hold	321	–	–	0.05%	71
2023 Q4	$62.2K	Hold	321	–	–	0.06%	75
2023 Q3	$56.9K	Hold	321	–	–	0.07%	72
2023 Q2	$61.9K	Hold	321	–	–	0.08%	73
2023 Q1	$57.6K	Hold	321	–	–	0.09%	76
2022 Q4	$52.4K	Hold	321	–	–	0.09%	84
2022 Q3	$46K	Hold	321	–	–	0.09%	80
2022 Q2	$47K	Hold	321	–	–	0.09%	83
2022 Q1	$48K	Hold	321	–	–	0.07%	90
2021 Q4	$58K	Hold	321	–	–	0.08%	92
2021 Q3	$51K	Hold	321	–	–	0.08%	94
2021 Q2	$51K	Hold	321	–	–	0.08%	96
2021 Q1	$53K	Hold	321	–	–	0.08%	95
2020 Q4	$43K	Hold	321	–	–	0.07%	110
2020 Q3	$40K	Hold	321	–	–	0.14%	111
2020 Q2	$36K	Hold	321	–	–	0.13%	115
2020 Q1	$31K	Hold	321	–	–	0.12%	117
2019 Q4	$37K	Hold	321	–	–	0.11%	129
2019 Q3	$36K	Hold	321	–	–	0.12%	129
2019 Q2	$35K	Hold	321	–	–	0.1%	150
2019 Q1	$35K	Hold	321	–	–	0.12%	129
2018 Q4	$33K	Buy	+321	New	+$33K	0.11%	136