EP Wealth Advisors’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.99M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $737K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $297K | Buy |
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