CWP
Cyndeo Wealth Partners’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
5,181
+534
| +11% | +$26.3K | 0.02% | 414 |
|
|
2025
Q1 | $203K | Sell |
4,647
-151
| -3% | -$6.58K | 0.01% | 435 |
|
|
2024
Q4 | $290K | Buy |
4,798
+70
| +1% | +$4.24K | 0.02% | 366 |
|
|
2024
Q3 | $240K | Sell |
4,728
-44,710
| -90% | -$2.27M | 0.02% | 411 |
|
|
2024
Q2 | $2.35M | Buy |
+49,438
| New | +$2.35M | 0.18% | 146 |
|
|
2023
Q1 | – | Sell |
-6,306
| Closed | -$207K | – | 325 |
|
|
2022
Q4 | $207K | Buy |
+6,306
| New | +$207K | 0.02% | 298 |
|