GWWM
Great Waters 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 | $321K | Sell |
6,530
-6,330
| -49% | -$311K | 0.04% | 79 |
|
|
2025
Q1 | $561K | Sell |
12,860
-75
| -0.6% | -$3.27K | 0.08% | 56 |
|
|
2024
Q4 | $783K | Sell |
12,935
-3,088
| -19% | -$187K | 0.1% | 51 |
|
|
2024
Q3 | $814K | Buy |
16,023
+9,435
| +143% | +$479K | 0.11% | 50 |
|
|
2024
Q2 | $313K | Buy |
6,588
+507
| +8% | +$24.1K | 0.05% | 79 |
|
|
2024
Q1 | $291K | Buy |
6,081
+75
| +1% | +$3.59K | 0.05% | 76 |
|
|
2023
Q4 | $233K | Sell |
6,006
-259
| -4% | -$10K | 0.04% | 80 |
|
|
2023
Q3 | $232K | Buy |
6,265
+546
| +10% | +$20.2K | 0.05% | 77 |
|
|
2023
Q2 | $272K | Buy |
+5,719
| New | +$272K | 0.05% | 73 |
|
|
2023
Q1 | – | Sell |
-6,865
| Closed | -$270K | – | 87 |
|
|
2022
Q4 | $270K | Buy |
+6,865
| New | +$270K | 0.06% | 77 |
|