KWM
Kingsview 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 | $1.37M | Buy |
27,784
+1,186
| +4% | +$58.3K | 0.02% | 507 |
|
|
2025
Q1 | $1.16M | Sell |
26,598
-961
| -3% | -$41.9K | 0.02% | 509 |
|
|
2024
Q4 | $1.67M | Buy |
27,559
+1,366
| +5% | +$82.6K | 0.03% | 427 |
|
|
2024
Q3 | $1.33M | Buy |
26,193
+3,093
| +13% | +$157K | 0.03% | 465 |
|
|
2024
Q2 | $1.1M | Buy |
23,100
+1,268
| +6% | +$60.2K | 0.03% | 488 |
|
|
2024
Q1 | $1.05M | Sell |
21,832
-294
| -1% | -$14.1K | 0.03% | 488 |
|
|
2023
Q4 | $890K | Sell |
22,126
-881
| -4% | -$35.4K | 0.03% | 498 |
|
|
2023
Q3 | $851K | Buy |
23,007
+289
| +1% | +$10.7K | 0.03% | 478 |
|
|
2023
Q2 | $1.08M | Buy |
22,718
+2,640
| +13% | +$126K | 0.04% | 386 |
|
|
2023
Q1 | $701K | Sell |
20,078
-338
| -2% | -$11.8K | 0.03% | 489 |
|
|
2022
Q4 | $671K | Sell |
20,416
-2,594
| -11% | -$85.2K | 0.03% | 432 |
|
|
2022
Q3 | $646K | Sell |
23,010
-157
| -0.7% | -$4.41K | 0.03% | 439 |
|
|
2022
Q2 | $671K | Buy |
23,167
+193
| +0.8% | +$5.59K | 0.03% | 471 |
|
|
2022
Q1 | $909K | Buy |
+22,974
| New | +$909K | 0.04% | 425 |
|
|
2021
Q2 | – | Sell |
-4,242
| Closed | -$207K | – | 873 |
|
|
2021
Q1 | $207K | Buy |
+4,242
| New | +$207K | 0.01% | 764 |
|
|
2020
Q4 | – | Sell |
-7,626
| Closed | -$233K | – | 696 |
|
|
2020
Q3 | $233K | Buy |
+7,626
| New | +$233K | 0.02% | 534 |
|
|
2019
Q3 | – | Sell |
-4,140
| Closed | -$235K | – | 425 |
|
|
2019
Q2 | $235K | Buy |
4,140
+166
| +4% | +$9.42K | 0.04% | 364 |
|
|
2019
Q1 | $205K | Buy |
+3,974
| New | +$205K | 0.03% | 424 |
|
|
2018
Q3 | – | Sell |
-5,397
| Closed | -$267K | – | 360 |
|
|
2018
Q2 | $267K | Buy |
+5,397
| New | +$267K | 0.06% | 279 |
|
|
2018
Q1 | – | Sell |
-2,677
| Closed | -$150K | – | 315 |
|
|
2017
Q4 | $150K | Sell |
2,677
-2,222
| -45% | -$125K | 0.05% | 297 |
|
|
2017
Q3 | $236K | Buy |
+4,899
| New | +$236K | 0.1% | 240 |
|