WR Wealth Planners’s Southwest Airlines LUV Stock Holding History

WR Wealth Planners’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	$34.2K	Buy	1,017 +1	+0.1%	+$32	0.01%	370
2024 Q3	$30.1K	Buy	1,016 +1	+0.1%	+$28	0.01%	417
2024 Q2	$29.1K	Hold	1,015	–	–	0.01%	397
2024 Q1	$29.6K	Buy	+1,015	New	+$31.4K	0.01%	398
2023 Q4	–	Sell	-1,027	Closed	-$27.8K	–	574
2023 Q3	$27.8K	Buy	1,027 +13	+1%	+$424	0.01%	390
2023 Q2	$36.7K	Hold	1,014	–	–	0.01%	356
2023 Q1	$33K	Buy	1,014 +919	+967%	+$31.3K	0.01%	376
2022 Q4	$3.2K	Buy	95 +20	+27%	+$721	﹤0.01%	367
2022 Q3	$2.31K	Sell	75 -40	-35%	-$1.5K	﹤0.01%	381
2022 Q2	$4.15K	Hold	115	–	–	﹤0.01%	356
2022 Q1	$5.27K	Buy	+115	New	+$5.05K	﹤0.01%	354

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WR Wealth Planners's LUV Position: Q4 2024 in Review

WR Wealth Planners increased its Southwest Airlines (LUV) stake by 0.1% in Q4 2024, buying an estimated $32 and bringing the position to 1,017 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #370.

WR Wealth Planners first reported a position in LUV in Q1 2022 and has held it in 11 quarters since. The position peaked at $36.7K in Q2 2023. 834 funds tracked by Wall St. Rank hold LUV as of Q4 2024.

WR Wealth Planners held 1,017 shares of Southwest Airlines worth $34.2K as of Q4 2024.
WR Wealth Planners bought 1 Southwest Airlines share in Q4 2024, an estimated $32.
Southwest Airlines made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #370 holding.
WR Wealth Planners first reported a position in Southwest Airlines in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Southwest Airlines position peaked at $36.7K in Q2 2023.
834 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.