Axxcess Wealth Management’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
15,848
+5,544
| +54% | +$273K | 0.02% | 489 |
|
|
2025
Q1 | $449K | Buy |
10,304
+665
| +7% | +$29K | 0.01% | 581 |
|
|
2024
Q4 | $583K | Buy |
9,639
+500
| +5% | +$30.3K | 0.01% | 510 |
|
|
2024
Q3 | $464K | Buy |
9,139
+172
| +2% | +$8.74K | 0.01% | 564 |
|
|
2024
Q2 | $425K | Sell |
8,967
-150
| -2% | -$7.12K | 0.01% | 561 |
|
|
2024
Q1 | $436K | Hold |
9,117
| – | – | 0.01% | 567 |
|
|
2023
Q4 | $367K | Buy |
+9,117
| New | +$367K | 0.01% | 586 |
|
|
2022
Q2 | – | Sell |
-9,671
| Closed | -$383K | – | 561 |
|
|
2022
Q1 | $383K | Buy |
9,671
+126
| +1% | +$4.99K | 0.03% | 415 |
|
|
2021
Q4 | $373K | Buy |
+9,545
| New | +$373K | 0.03% | 418 |
|