BWG
Beta Wealth Group’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
8,514
+103
| +1% | +$5.07K | 0.15% | 82 |
|
|
2025
Q1 | $367K | Buy |
8,411
+3
| +0% | +$131 | 0.13% | 82 |
|
|
2024
Q4 | $509K | Sell |
8,408
-100
| -1% | -$6.05K | 0.23% | 70 |
|
|
2024
Q3 | $432K | Buy |
8,508
+402
| +5% | +$20.4K | 0.19% | 80 |
|
|
2024
Q2 | $385K | Sell |
8,106
-99
| -1% | -$4.7K | 0.18% | 82 |
|
|
2024
Q1 | $393K | Buy |
8,205
+102
| +1% | +$4.88K | 0.19% | 82 |
|
|
2023
Q4 | $326K | Buy |
8,103
+103
| +1% | +$4.14K | 0.17% | 84 |
|
|
2023
Q3 | $296K | Buy |
8,000
+1,100
| +16% | +$40.7K | 0.18% | 86 |
|
|
2023
Q2 | $328K | Buy |
6,900
+400
| +6% | +$19K | 0.19% | 79 |
|
|
2023
Q1 | $227K | Buy |
+6,500
| New | +$227K | 0.13% | 91 |
|
|
2022
Q1 | – | Sell |
-76,530
| Closed | -$3.26M | – | 93 |
|
|
2021
Q4 | $3.26M | Hold |
76,530
| – | – | 2.35% | 17 |
|
|
2021
Q3 | $3.26M | Buy |
76,530
+18,691
| +32% | +$796K | 2.35% | 17 |
|
|
2021
Q2 | $2.5M | Buy |
57,839
+4,977
| +9% | +$215K | 1.74% | 21 |
|
|
2021
Q1 | $2.55M | Buy |
+52,862
| New | +$2.55M | 1.86% | 21 |
|