MWM
LUV icon

MinichMacGregor Wealth Management’s Southwest Airlines LUV Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-1,265
Closed -$78K – 324
2018
Q3 		$78K Sell
1,265
-1,265
-50% -$74K 0.05% 96
2018
Q2 		$130K Hold
2,530
– – 0.09% 61
2018
Q1 		$144K Sell
2,530
-104
-4% -$6.25K 0.11% 50
2017
Q4 		$172K Hold
2,634
– – 0.13% 47
2017
Q3 		$147K Sell
2,634
-356
-12% -$20K 0.12% 48
2017
Q2 		$185K Hold
2,990
– – 0.16% 39
2017
Q1 		$160K Buy
2,990
+357
+14% +$19.2K 0.14% 42
2016
Q4 		$131K Hold
2,633
– – 0.12% 49
2016
Q3 		$102K Hold
2,633
– – 0.1% 61
2016
Q2 		$103K Hold
2,633
– – 0.1% 62
2016
Q1 		$117K Sell
2,633
-117
-4% -$4.76K 0.11% 53
2015
Q4 		$101K Buy
+2,750
New +$122K 0.09% 63

Other funds holding LUV

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return