CWM
CarsonAllaria 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 | $5.5K | Hold |
111
| – | – | ﹤0.01% | 282 |
|
|
2025
Q1 | $4.86K | Hold |
111
| – | – | ﹤0.01% | 291 |
|
|
2024
Q4 | $6.72K | Buy |
111
+1
| +0.9% | +$61 | ﹤0.01% | 273 |
|
|
2024
Q3 | $5.63K | Buy |
110
+2
| +2% | +$102 | ﹤0.01% | 301 |
|
|
2024
Q2 | $5.14K | Hold |
108
| – | – | ﹤0.01% | 290 |
|
|
2024
Q1 | $5.18K | Buy |
108
+1
| +0.9% | +$48 | ﹤0.01% | 293 |
|
|
2023
Q4 | $4.34K | Hold |
107
| – | – | ﹤0.01% | 265 |
|
|
2023
Q3 | $3.98K | Hold |
107
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $5.1K | Hold |
107
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $3.75K | Hold |
107
| – | – | ﹤0.01% | 275 |
|
|
2022
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 259 |
|
|
2022
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $4K | Sell |
107
-100
| -48% | -$3.74K | ﹤0.01% | 261 |
|
|
2021
Q4 | $8K | Buy |
+207
| New | +$8K | 0.01% | 221 |
|