WP
LUV icon

WealthPLAN Partners’s Southwest Airlines LUV Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-6,292
Closed -$228K – 776
2023
Q2 		$228K Sell
6,292
-1,600
-20% -$50.2K 0.03% 274
2023
Q1 		$257K Sell
7,892
-1,061
-12% -$36.1K 0.03% 270
2022
Q4 		$318K Buy
+8,953
New +$323K 0.02% 305
2022
Q1 		$481K Sell
10,286
-5,224
-34% -$230K 0.03% 256
2021
Q4 		$694K Buy
15,510
+3,798
+32% +$178K 0.05% 219
2021
Q3 		$529K Sell
11,712
-5,124
-30% -$259K 0.04% 248
2021
Q2 		$873K Buy
16,836
+192
+1% +$11.5K 0.06% 161
2021
Q1 		$1.01M Sell
16,644
-693
-4% -$36.9K 0.08% 143
2020
Q4 		$852K Sell
17,337
-621
-3% -$26.9K 0.07% 151
2020
Q3 		$753K Buy
17,958
+1,655
+10% +$58.8K 0.07% 152
2020
Q2 		$566K Buy
16,303
+3,324
+26% +$106K 0.06% 170
2020
Q1 		$322K Buy
+12,979
New +$643K 0.04% 191
2016
Q3 		$7.83K Sell
200
-765
-79% -$29.1K ﹤0.01% 641
2016
Q2 		$38 Buy
+965
New +$41.3K ﹤0.01% 2460
2015
Q4 		$46 Buy
+1,060
New +$46.9K ﹤0.01% 1667
2015
Q2 		$26K Buy
780
+422
+118% +$16.5K 0.01% 233
2015
Q1 		$16K Buy
+358
New +$15.6K 0.01% 337

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Geode Capital Management
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PI
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Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return