Physician Wealth Advisors’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
3,959
+144
| +4% | +$7.08K | 0.03% | 189 |
|
|
2025
Q1 | $166K | Sell |
3,815
-97
| -2% | -$4.23K | 0.03% | 199 |
|
|
2024
Q4 | $237K | Sell |
3,912
-1,124
| -22% | -$68K | 0.04% | 160 |
|
|
2024
Q3 | $266K | Buy |
5,036
+3
| +0.1% | +$158 | 0.05% | 150 |
|
|
2024
Q2 | $232K | Buy |
5,033
+2
| +0% | +$92 | 0.04% | 159 |
|
|
2024
Q1 | $234K | Buy |
+5,031
| New | +$234K | 0.05% | 148 |
|
|
2023
Q3 | – | Sell |
-4,989
| Closed | -$239K | – | 149 |
|
|
2023
Q2 | $239K | Buy |
+4,989
| New | +$239K | 0.06% | 134 |
|
|
2022
Q2 | – | Sell |
-6,034
| Closed | -$265K | – | 151 |
|
|
2022
Q1 | $265K | Buy |
6,034
+481
| +9% | +$21.1K | 0.07% | 132 |
|
|
2021
Q4 | $231K | Sell |
5,553
-527
| -9% | -$21.9K | 0.06% | 145 |
|
|
2021
Q3 | $249K | Buy |
6,080
+527
| +9% | +$21.6K | 0.07% | 137 |
|
|
2021
Q2 | $228K | Sell |
5,553
-80
| -1% | -$3.29K | 0.07% | 136 |
|
|
2021
Q1 | $283K | Buy |
5,633
+307
| +6% | +$15.4K | 0.09% | 115 |
|
|
2020
Q4 | $236K | Buy |
+5,326
| New | +$236K | 0.08% | 126 |
|