Beta Wealth Group’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
2025
Q1
$367K Buy
2024
Q4
$509K Sell
2024
Q3
$432K Buy
2024
Q2
$385K Sell
2024
Q1
$393K Buy
2023
Q4
$326K Buy
2023
Q3
$296K Buy
2023
Q2
$328K Buy
2023
Q1
$227K Buy
2022
Q1
Sell
2021
Q4
$3.26M Hold
2021
Q3
$3.26M Buy
2021
Q2
$2.5M Buy
2021
Q1
$2.55M Buy