Peterson Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Peterson Wealth Advisors’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
2024 Q4	–	Sell	-9,843	Closed	-$500K	–	85
2024 Q3	$500K	Hold	9,843	–	–	0.09%	52
2024 Q2	$467K	Buy	9,843 +1	+0%	+$50	0.1%	48
2024 Q1	$471K	Hold	9,842	–	–	0.1%	46
2023 Q4	$396K	Sell	9,842 -756	-7%	-$27.4K	0.09%	46
2023 Q3	$392K	Buy	10,598 +24	+0.2%	+$1.04K	0.11%	44
2023 Q2	$507K	Hold	10,574	–	–	0.13%	42
2023 Q1	$369K	Hold	10,574	–	–	0.1%	49
2022 Q4	$347K	Sell	10,574 -200	-2%	-$6.63K	0.1%	46
2022 Q3	$302K	Sell	10,774 -1,420	-12%	-$45.1K	0.1%	45
2022 Q2	$353K	Buy	+12,194	New	+$465K	0.12%	43

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peterson Wealth Advisors's DAL Position: Q4 2024 in Review

Peterson Wealth Advisors sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 9,843 shares — an estimated $500K sold.

Peterson Wealth Advisors first reported a position in DAL in Q2 2022 and held it in 10 quarters. The position peaked at $507K in Q2 2023. 1,216 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

Peterson Wealth Advisors reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
Peterson Wealth Advisors sold 9,843 Delta Air Lines shares in Q4 2024, an estimated $500K.
Peterson Wealth Advisors first reported a position in Delta Air Lines in Q2 2022 and held it in 10 quarters.
Peterson Wealth Advisors's Delta Air Lines position peaked at $507K in Q2 2023.
1,216 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Peterson Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.