HWA
HHM Wealth Advisors’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
7,389
+270
| +4% | +$13.3K | 0.04% | 137 |
|
|
2025
Q1 | $310K | Buy |
7,119
+9
| +0.1% | +$392 | 0.04% | 142 |
|
|
2024
Q4 | $430K | Buy |
7,110
+41
| +0.6% | +$2.48K | 0.06% | 117 |
|
|
2024
Q3 | $359K | Buy |
7,069
+1
| +0% | +$51 | 0.05% | 118 |
|
|
2024
Q2 | $335K | Buy |
7,068
+1
| +0% | +$47 | 0.05% | 124 |
|
|
2024
Q1 | $338K | Buy |
7,067
+201
| +3% | +$9.62K | 0.06% | 104 |
|
|
2023
Q4 | $276K | Buy |
6,866
+1
| +0% | +$40 | 0.05% | 111 |
|
|
2023
Q3 | $254K | Buy |
6,865
+1
| +0% | +$37 | 0.05% | 106 |
|
|
2023
Q2 | $326K | Sell |
6,864
-1,731
| -20% | -$82.3K | 0.06% | 98 |
|
|
2023
Q1 | $300K | Buy |
8,595
+1,500
| +21% | +$52.4K | 0.06% | 105 |
|
|
2022
Q4 | $233K | Buy |
7,095
+527
| +8% | +$17.3K | 0.05% | 111 |
|
|
2022
Q3 | $184K | Sell |
6,568
-145
| -2% | -$4.06K | 0.05% | 113 |
|
|
2022
Q2 | $194K | Buy |
6,713
+75
| +1% | +$2.17K | 0.05% | 132 |
|
|
2022
Q1 | $263K | Buy |
6,638
+33
| +0.5% | +$1.31K | 0.06% | 122 |
|
|
2021
Q4 | $258K | Sell |
6,605
-25
| -0.4% | -$977 | 0.06% | 119 |
|
|
2021
Q3 | $283K | Sell |
6,630
-851
| -11% | -$36.3K | 0.08% | 99 |
|
|
2021
Q2 | $324K | Hold |
7,481
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $361K | Buy |
7,481
+120
| +2% | +$5.79K | 0.11% | 70 |
|
|
2020
Q4 | $296K | Buy |
7,361
+836
| +13% | +$33.6K | 0.1% | 76 |
|
|
2020
Q3 | $200K | Sell |
6,525
-85
| -1% | -$2.61K | 0.08% | 93 |
|
|
2020
Q2 | $185K | Buy |
6,610
+3,770
| +133% | +$106K | 0.08% | 88 |
|
|
2020
Q1 | $81K | Buy |
+2,840
| New | +$81K | 0.04% | 143 |
|