Beaird Harris Wealth Management’s Delta Air Lines DAL Stock Holding History

Beaird Harris Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14K	Hold	149	–	–	﹤0.01%	364
2026 Q1	$9.92K	Buy	149 +103	+224%	+$6.93K	﹤0.01%	365
2025 Q4	$3.2K	Hold	46	–	–	﹤0.01%	483
2025 Q3	$2.62K	Buy	46 +12	+35%	+$685	﹤0.01%	490
2025 Q2	$1.68K	Buy	+34	New	+$1.56K	﹤0.01%	511
2024 Q3	–	Sell	-156	Closed	-$7.41K	–	577
2024 Q2	$7.41K	Hold	156	–	–	﹤0.01%	411
2024 Q1	$7.46K	Hold	156	–	–	﹤0.01%	352
2023 Q4	$6.26K	Buy	156 +51	+49%	+$1.85K	﹤0.01%	363
2023 Q3	$3.89K	Hold	105	–	–	﹤0.01%	323
2023 Q2	$4.99K	Buy	105 +30	+40%	+$1.11K	﹤0.01%	322
2023 Q1	$2.62K	Sell	75 -104	-58%	-$3.86K	﹤0.01%	362
2022 Q4	$5.88K	Buy	179 +104	+139%	+$3.45K	﹤0.01%	391
2022 Q3	$2K	Buy	+75	New	+$2.38K	﹤0.01%	397
2022 Q2	–	Sell	-75	Closed	-$3K	–	446
2022 Q1	$3K	Sell	75 -200	-73%	-$7.79K	﹤0.01%	482
2021 Q4	$11K	Buy	+275	New	+$11K	﹤0.01%	386

Other funds holding DAL

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return