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Partnership Wealth Management’s Southwest Airlines LUV Stock Holding History

Partnership 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
Q4 		– Sell
-119
Closed -$3.53K – 132
2024
Q3 		$3.53K Sell
119
-3,099
-96% -$85.8K ﹤0.01% 182
2024
Q2 		$92.1K Sell
3,218
-5,590
-63% -$156K 0.07% 120
2024
Q1 		$257K Sell
8,808
-533
-6% -$16.5K 0.18% 93
2023
Q4 		$279K Buy
+9,341
New +$243K 0.21% 86

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Partnership Wealth Management's LUV Position: Q4 2024 in Review

Partnership Wealth Management sold out of Southwest Airlines (LUV) in Q4 2024, closing a stake of 119 shares — an estimated $3.53K sold.

Partnership Wealth Management first reported a position in LUV in Q4 2023 and held it in 4 quarters. The position peaked at $279K in Q4 2023. 833 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

  • Partnership Wealth Management reported no remaining Southwest Airlines position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 119 Southwest Airlines shares in Q4 2024, an estimated $3.53K.
  • Partnership Wealth Management first reported a position in Southwest Airlines in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Southwest Airlines position peaked at $279K in Q4 2023.
  • 833 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.