EWM
Empirical 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 | $1.74M | Buy |
35,359
+5,428
| +18% | +$267K | 0.04% | 246 |
|
|
2025
Q1 | $1.3M | Buy |
29,931
+20,110
| +205% | +$877K | 0.03% | 263 |
|
|
2024
Q4 | $594K | Buy |
9,821
+1,727
| +21% | +$104K | 0.02% | 356 |
|
|
2024
Q3 | $411K | Buy |
8,094
+1,953
| +32% | +$99.2K | 0.01% | 402 |
|
|
2024
Q2 | $291K | Buy |
+6,141
| New | +$291K | 0.01% | 460 |
|
|
2021
Q1 | – | Sell |
-5,505
| Closed | -$221K | – | 398 |
|
|
2020
Q4 | $221K | Buy |
+5,505
| New | +$221K | 0.02% | 326 |
|
|
2020
Q1 | – | Sell |
-3,952
| Closed | -$231K | – | 321 |
|
|
2019
Q4 | $231K | Buy |
+3,952
| New | +$231K | 0.03% | 290 |
|