Congress Wealth Management’s Delta Air Lines DAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.5M	Buy	214,406 +104,769	+96%	+$5.15M	0.1%	236
2025 Q1	$4.79M	Buy	109,637 +1,086	+1%	+$47.5K	0.06%	336
2024 Q4	$6.57M	Sell	108,551 -112,908	-51%	-$6.83M	0.09%	251
2024 Q3	$11.2M	Buy	221,459 +73,790	+50%	+$3.75M	0.15%	195
2024 Q2	$7.01M	Buy	+147,669	New	+$7.01M	0.11%	214