VHAM
Van Hulzen Asset Management’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36
| Closed | -$1.22K | – | 759 |
|
|
2024
Q4 | $1.22K | Buy |
+36
| New | +$1.22K | ﹤0.01% | 994 |
|
|
2018
Q1 | – | Sell |
-94,385
| Closed | -$6.18M | – | 222 |
|
|
2017
Q4 | $6.18M | Sell |
94,385
-6,680
| -7% | -$437K | 1.88% | 9 |
|
|
2017
Q3 | $5.66M | Buy |
101,065
+96,465
| +2,097% | +$5.4M | 1.91% | 11 |
|
|
2017
Q2 | $286K | Sell |
4,600
-41,900
| -90% | -$2.61M | 0.11% | 105 |
|
|
2017
Q1 | $2.5M | Buy |
+46,500
| New | +$2.5M | 1.14% | 31 |
|