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WR Wealth Planners, LLC

SEC CIK
0002031978
Latest filing
Feb 5, 2025

SWN holding history

Southwestern Energy Co in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWN overviewAll 13F holders of SWNFull Q4 2024 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of SWN by WR Wealth Planners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−392−100.0%Sold outHolders
Q3 2024392$2.79K<0.1%00.0%UnchangedHolders
Q2 2024392$2.64K<0.1%−1,000−71.8%ReducedHolders
Q1 20241,392$10.6K<0.1%+1,392NewHolders
Q4 20230$00.0%−1,000−100.0%Sold outHolders
Q3 20231,000$6.45K<0.1%00.0%UnchangedHolders
Q2 20231,000$6.01K<0.1%00.0%UnchangedHolders
Q1 20231,000$5.00K<0.1%+1,000NewHolders