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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$280K	Buy	4,213 +106	+3%	+$7.14K	0.04%	160
2025 Q4	$285K	Sell	4,107 -18	-0.4%	-$1.13K	0.04%	145
2025 Q3	$234K	Buy	4,125 +166	+4%	+$9.47K	0.03%	167
2025 Q2	$195K	Buy	3,959 +144	+4%	+$6.61K	0.03%	189
2025 Q1	$166K	Sell	3,815 -97	-2%	-$5.75K	0.03%	199
2024 Q4	$237K	Sell	3,912 -1,124	-22%	-$66.4K	0.04%	160
2024 Q3	$266K	Buy	5,036 +3	+0.1%	+$131	0.05%	150
2024 Q2	$232K	Buy	5,033 +2	+0%	+$100	0.04%	159
2024 Q1	$234K	Buy	+5,031	New	+$208K	0.05%	148
2023 Q3	–	Sell	-4,989	Closed	-$239K	–	149
2023 Q2	$239K	Buy	+4,989	New	+$184K	0.06%	134
2022 Q2	–	Sell	-6,034	Closed	-$265K	–	151
2022 Q1	$265K	Buy	6,034 +481	+9%	+$18.7K	0.07%	132
2021 Q4	$231K	Sell	5,553 -527	-9%	-$21.1K	0.06%	145
2021 Q3	$249K	Buy	6,080 +527	+9%	+$21.5K	0.07%	137
2021 Q2	$228K	Sell	5,553 -80	-1%	-$3.7K	0.07%	136
2021 Q1	$283K	Buy	5,633 +307	+6%	+$13.6K	0.09%	115
2020 Q4	$236K	Buy	+5,326	New	+$194K	0.08%	126