Compass Wealth Management’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237K | Sell |
4,820
-500
| -9% | -$24.6K | 0.06% | 142 |
|
2025
Q1 | $232K | Hold |
5,320
| – | – | 0.06% | 142 |
|
2024
Q4 | $322K | Hold |
5,320
| – | – | 0.08% | 131 |
|
2024
Q3 | $270K | Hold |
5,320
| – | – | 0.06% | 144 |
|
2024
Q2 | $252K | Hold |
5,320
| – | – | 0.06% | 145 |
|
2024
Q1 | $255K | Buy |
5,320
+1,220
| +30% | +$58.4K | 0.06% | 147 |
|
2023
Q4 | $165K | Buy |
+4,100
| New | +$165K | 0.05% | 163 |
|