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Southwest Airlines shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Southwest Airlines

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All positions including Southwest Airlines held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $425k 15k 28.88
2023-09-30 $411k 15k 27.07
2023-06-30 $560k 16k 36.21
2023-03-31 $466k 14k 32.56
2022-12-31 $498k 15k 33.64
2022-09-30 $441k 14k 30.87
2022-06-30 $458k 13k 36.08