WWA
WCG Wealth Advisors’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
+15,712
| New | +$510K | 0.03% | 288 |
|
|
2024
Q1 | – | Sell |
-13,161
| Closed | -$380K | – | 288 |
|
|
2023
Q4 | $380K | Sell |
13,161
-2,668
| -17% | -$77K | 0.03% | 269 |
|
|
2023
Q3 | $428K | Buy |
15,829
+2,790
| +21% | +$75.4K | 0.03% | 246 |
|
|
2023
Q2 | $472K | Sell |
13,039
-103
| -0.8% | -$3.73K | 0.06% | 141 |
|
|
2023
Q1 | $428K | Buy |
13,142
+50
| +0.4% | +$1.63K | 0.05% | 145 |
|
|
2022
Q4 | $441K | Sell |
13,092
-418
| -3% | -$14.1K | 0.06% | 142 |
|
|
2022
Q3 | $417K | Buy |
13,510
+95
| +0.7% | +$2.93K | 0.06% | 198 |
|
|
2022
Q2 | $485K | Buy |
+13,415
| New | +$485K | 0.07% | 173 |
|