GWMIA
Global Wealth Management Investment Advisory’s Delta Air Lines DAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.41M | Buy |
48,913
+14,904
| +44% | +$733K | 0.45% | 70 |
|
2025
Q1 | $1.48M | Buy |
34,009
+2,626
| +8% | +$114K | 0.3% | 84 |
|
2024
Q4 | $1.9M | Sell |
31,383
-4,628
| -13% | -$280K | 0.39% | 74 |
|
2024
Q3 | $1.83M | Buy |
36,011
+6,203
| +21% | +$315K | 0.39% | 71 |
|
2024
Q2 | $1.41M | Buy |
29,808
+445
| +2% | +$21.1K | 0.33% | 78 |
|
2024
Q1 | $1.41M | Buy |
29,363
+3,568
| +14% | +$171K | 0.34% | 77 |
|
2023
Q4 | $1.04M | Buy |
25,795
+2,187
| +9% | +$88K | 0.27% | 92 |
|
2023
Q3 | $873K | Buy |
23,608
+1,519
| +7% | +$56.2K | 0.24% | 93 |
|
2023
Q2 | $1.05M | Buy |
+22,089
| New | +$1.05M | 0.29% | 86 |
|
2022
Q3 | – | Sell |
-700
| Closed | -$20K | – | 220 |
|
2022
Q2 | $20K | Buy |
700
+300
| +75% | +$8.57K | 0.01% | 238 |
|
2022
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 273 |
|
2021
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 271 |
|
2021
Q3 | $17K | Hold |
400
| – | – | 0.01% | 271 |
|
2021
Q2 | $17K | Sell |
400
-500
| -56% | -$21.3K | 0.01% | 256 |
|
2021
Q1 | $43K | Buy |
900
+100
| +13% | +$4.78K | 0.02% | 200 |
|
2020
Q4 | $32K | Sell |
800
-565
| -41% | -$22.6K | 0.01% | 206 |
|
2020
Q3 | $42K | Sell |
1,365
-2,752
| -67% | -$84.7K | 0.02% | 189 |
|
2020
Q2 | $115K | Buy |
4,117
+1,034
| +34% | +$28.9K | 0.05% | 141 |
|
2020
Q1 | $88K | Buy |
3,083
+389
| +14% | +$11.1K | 0.04% | 140 |
|
2019
Q4 | $158K | Sell |
2,694
-11
| -0.4% | -$645 | 0.07% | 117 |
|
2019
Q3 | $156K | Sell |
2,705
-25
| -0.9% | -$1.44K | 0.07% | 111 |
|
2019
Q2 | $155K | Sell |
2,730
-418
| -13% | -$23.7K | 0.08% | 111 |
|
2019
Q1 | $163K | Buy |
3,148
+326
| +12% | +$16.9K | 0.08% | 125 |
|
2018
Q4 | $141K | Buy |
+2,822
| New | +$141K | 0.08% | 149 |
|