IFWM
Institute for 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 | $337K | Buy |
6,855
+1
| +0% | +$49 | 0.04% | 403 |
|
|
2025
Q1 | $299K | Hold |
6,854
| – | – | 0.04% | 413 |
|
|
2024
Q4 | $415K | Sell |
6,854
-187
| -3% | -$11.3K | 0.05% | 324 |
|
|
2024
Q3 | $358K | Hold |
7,041
| – | – | 0.05% | 369 |
|
|
2024
Q2 | $334K | Buy |
7,041
+354
| +5% | +$16.8K | 0.04% | 367 |
|
|
2024
Q1 | $320K | Sell |
6,687
-261
| -4% | -$12.5K | 0.04% | 374 |
|
|
2023
Q4 | $280K | Sell |
6,948
-548
| -7% | -$22K | 0.05% | 382 |
|
|
2023
Q3 | $277K | Hold |
7,496
| – | – | 0.05% | 362 |
|
|
2023
Q2 | $356K | Hold |
7,496
| – | – | 0.06% | 319 |
|
|
2023
Q1 | $262K | Sell |
7,496
-40
| -0.5% | -$1.4K | 0.05% | 377 |
|
|
2022
Q4 | $248K | Buy |
7,536
+70
| +0.9% | +$2.3K | 0.05% | 379 |
|
|
2022
Q3 | $209K | Hold |
7,466
| – | – | 0.05% | 415 |
|
|
2022
Q2 | $216K | Hold |
7,466
| – | – | 0.04% | 471 |
|
|
2022
Q1 | $295K | Buy |
7,466
+300
| +4% | +$11.9K | 0.05% | 426 |
|
|
2021
Q4 | $280K | Sell |
7,166
-317
| -4% | -$12.4K | 0.05% | 393 |
|
|
2021
Q3 | $319K | Sell |
7,483
-121
| -2% | -$5.16K | 0.06% | 357 |
|
|
2021
Q2 | $329K | Buy |
7,604
+34
| +0.4% | +$1.47K | 0.06% | 351 |
|
|
2021
Q1 | $365K | Sell |
7,570
-118
| -2% | -$5.69K | 0.07% | 319 |
|
|
2020
Q4 | $309K | Sell |
7,688
-117
| -1% | -$4.7K | 0.06% | 339 |
|
|
2020
Q3 | $239K | Buy |
7,805
+25
| +0.3% | +$766 | 0.05% | 363 |
|
|
2020
Q2 | $218K | Buy |
7,780
+332
| +4% | +$9.3K | 0.05% | 382 |
|
|
2020
Q1 | $212K | Sell |
7,448
-4,687
| -39% | -$133K | 0.07% | 354 |
|
|
2019
Q4 | $710K | Hold |
12,135
| – | – | 0.16% | 189 |
|
|
2019
Q3 | $699K | Hold |
12,135
| – | – | 0.18% | 170 |
|
|
2019
Q2 | $689K | Sell |
12,135
-60
| -0.5% | -$3.41K | 0.15% | 206 |
|
|
2019
Q1 | $630K | Buy |
+12,195
| New | +$630K | 0.14% | 200 |
|
|
2018
Q4 | – | Sell |
-12,244
| Closed | -$708K | – | 278 |
|
|
2018
Q3 | $708K | Sell |
12,244
-89
| -0.7% | -$5.15K | 0.24% | 131 |
|
|
2018
Q2 | $610K | Sell |
12,333
-55
| -0.4% | -$2.72K | 0.19% | 148 |
|
|
2018
Q1 | $645K | Sell |
12,388
-581
| -4% | -$30.3K | 0.19% | 169 |
|
|
2017
Q4 | $727K | Sell |
12,969
-340
| -3% | -$19.1K | 0.17% | 175 |
|
|
2017
Q3 | $641K | Sell |
13,309
-130
| -1% | -$6.26K | 0.21% | 159 |
|
|
2017
Q2 | $722K | Buy |
+13,439
| New | +$722K | 0.2% | 167 |
|