Janiczek Wealth Management’s Southwest Airlines LUV Stock Holding History

Janiczek Wealth Management’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$88.5K	Hold	3,095	–	–	0.02%	301
2024 Q1	$90.3K	Hold	3,095	–	–	0.02%	314
2023 Q4	$89.4K	Buy	3,095 +3,042	+5,740%	+$79.1K	0.02%	284
2023 Q3	$1.44K	Hold	53	–	–	﹤0.01%	873
2023 Q2	$1.92K	Sell	53 -54	-50%	-$1.69K	﹤0.01%	773
2023 Q1	$3.38K	Sell	107 -1	-0.9%	-$34	﹤0.01%	715
2022 Q4	$3.99K	Hold	108	–	–	﹤0.01%	689
2022 Q3	$3K	Hold	108	–	–	﹤0.01%	722
2022 Q2	$4K	Hold	108	–	–	﹤0.01%	701
2022 Q1	$5K	Hold	108	–	–	﹤0.01%	666
2021 Q4	$5K	Hold	108	–	–	﹤0.01%	710
2021 Q3	$6K	Buy	108 +18	+20%	+$909	﹤0.01%	665
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	666
2021 Q1	$5K	Buy	90 +40	+80%	+$2.13K	﹤0.01%	641
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	679
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	513
2020 Q2	$2K	Buy	+50	New	+$1.59K	﹤0.01%	289

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janiczek Wealth Management's LUV Position: Q2 2024 in Review

Janiczek Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2024 at 3,095 shares worth $88.5K. The position accounts for 0.02% of the portfolio, ranked #301.

Janiczek Wealth Management first reported a position in LUV in Q2 2020 and has held it in 17 quarters since. The position peaked at $90.3K in Q1 2024. 762 funds tracked by Wall St. Rank hold LUV as of Q2 2024.

Janiczek Wealth Management held 3,095 shares of Southwest Airlines worth $88.5K as of Q2 2024.
Janiczek Wealth Management left its Southwest Airlines share count unchanged in Q2 2024.
Southwest Airlines made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #301 holding.
Janiczek Wealth Management first reported a position in Southwest Airlines in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's Southwest Airlines position peaked at $90.3K in Q1 2024.
762 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.