BCWM
Bartlett & Co Wealth Management’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
413
-116
| -22% | -$5.71K | ﹤0.01% | 813 |
|
|
2025
Q1 | $23.1K | Buy |
529
+129
| +32% | +$5.62K | ﹤0.01% | 795 |
|
|
2024
Q4 | $24.2K | Hold |
400
| – | – | ﹤0.01% | 781 |
|
|
2024
Q3 | $20.3K | Hold |
400
| – | – | ﹤0.01% | 818 |
|
|
2024
Q2 | $19K | Hold |
400
| – | – | ﹤0.01% | 822 |
|
|
2024
Q1 | $19.1K | Sell |
400
-201
| -33% | -$9.62K | ﹤0.01% | 823 |
|
|
2023
Q4 | $24.4K | Buy |
601
+201
| +50% | +$8.17K | ﹤0.01% | 846 |
|
|
2023
Q3 | $14.8K | Buy |
+400
| New | +$14.8K | ﹤0.01% | 875 |
|
|
2023
Q2 | – | Sell |
-548
| Closed | -$19.1K | – | 1159 |
|
|
2023
Q1 | $19.1K | Hold |
548
| – | – | ﹤0.01% | 721 |
|
|
2022
Q4 | $18K | Hold |
548
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $15.4K | Hold |
548
| – | – | ﹤0.01% | 749 |
|
|
2022
Q2 | $15.9K | Hold |
548
| – | – | ﹤0.01% | 779 |
|
|
2022
Q1 | $21.7K | Buy |
+548
| New | +$21.7K | ﹤0.01% | 724 |
|
|
2021
Q3 | – | Sell |
-48
| Closed | -$2.08K | – | 966 |
|
|
2021
Q2 | $2.08K | Hold |
48
| – | – | ﹤0.01% | 847 |
|
|
2021
Q1 | $2.32K | Hold |
48
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $1.93K | Buy |
+48
| New | +$1.93K | ﹤0.01% | 925 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$1.46K | – | 847 |
|
|
2020
Q2 | $1.46K | Buy |
+52
| New | +$1.46K | ﹤0.01% | 799 |
|
|
2020
Q1 | – | Sell |
-755
| Closed | -$44.2K | – | 851 |
|
|
2019
Q4 | $44.2K | Buy |
755
+28
| +4% | +$1.64K | ﹤0.01% | 554 |
|
|
2019
Q3 | $41.9K | Buy |
+727
| New | +$41.9K | ﹤0.01% | 562 |
|
|
2019
Q2 | – | Sell |
-677
| Closed | -$35K | – | 778 |
|
|
2019
Q1 | $35K | Hold |
677
| – | – | ﹤0.01% | 465 |
|
|
2018
Q4 | $33.8K | Hold |
677
| – | – | ﹤0.01% | 461 |
|
|
2018
Q3 | $39.2K | Sell |
677
-551
| -45% | -$31.9K | ﹤0.01% | 468 |
|
|
2018
Q2 | $60.8K | Buy |
+1,228
| New | +$60.8K | ﹤0.01% | 403 |
|