WWM
LUV icon

WT Wealth Management’s Southwest Airlines LUV Stock Holding History

WT 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
Q1 		– Sell
-52,898
Closed -$1.53M – 113
2023
Q4 		$1.53M Buy
52,898
+8,364
+19% +$218K 0.61% 51
2023
Q3 		$1.21M Buy
44,534
+10,808
+32% +$353K 0.52% 56
2023
Q2 		$1.23M Buy
33,726
+1,327
+4% +$41.6K 0.51% 54
2023
Q1 		$1.05M Buy
32,399
+327
+1% +$11.1K 0.46% 66
2022
Q4 		$1.08M Buy
+32,072
New +$1.16M 0.52% 63
2021
Q3 		– Sell
-19,859
Closed -$1.05M – 128
2021
Q2 		$1.05M Buy
19,859
+336
+2% +$20.1K 0.43% 78
2021
Q1 		$1.19M Buy
+19,523
New +$1.04M 0.55% 55
2020
Q4 		– Sell
-6,965
Closed -$261K – 114
2020
Q3 		$261K Sell
6,965
-14,392
-67% -$511K 0.17% 96
2020
Q2 		$729K Buy
21,357
+8,885
+71% +$282K 0.59% 42
2020
Q1 		$444K Buy
+12,472
New +$618K 0.47% 46

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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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return