MWM
DAL icon

MinichMacGregor Wealth Management’s Delta Air Lines DAL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$65.7K – 218
2022
Q4 		$65.7K Buy
+2,000
New +$66.3K 0.02% 161
2018
Q4 		– Sell
-21
Closed -$1K – 186
2018
Q3 		$1K Hold
21
– – ﹤0.01% 475
2018
Q2 		$1K Sell
21
-44
-68% -$2.35K ﹤0.01% 475
2018
Q1 		$3K Buy
65
+44
+210% +$2.43K ﹤0.01% 401
2017
Q4 		$1K Buy
21
+6
+40% +$313 ﹤0.01% 446
2017
Q3 		$0 Hold
15
– – ﹤0.01% 483
2017
Q2 		$0 Buy
+15
New +$735 ﹤0.01% 478
2016
Q2 		– Sell
-357
Closed -$17K – 442
2016
Q1 		$17K Buy
+357
New +$16.7K 0.02% 188

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return