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North Berkeley Wealth Management’s Southwest Airlines LUV Stock Holding History

North Berkeley 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
2025
Q1 		– Sell
-15,649
Closed -$526K – 66
2024
Q4 		$526K Buy
+15,649
New +$499K 0.53% 33

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Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

North Berkeley Wealth Management's LUV Position: Q1 2025 in Review

North Berkeley Wealth Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 15,649 shares — an estimated $526K sold.

North Berkeley Wealth Management first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $526K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • North Berkeley Wealth Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • North Berkeley Wealth Management sold 15,649 Southwest Airlines shares in Q1 2025, an estimated $526K.
  • North Berkeley Wealth Management first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • North Berkeley Wealth Management's Southwest Airlines position peaked at $526K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on North Berkeley Wealth Management's 13F filing for Q1 2025, filed 13 Aug 2025.