TMWM
Taylor & Morgan 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 | $393K | Buy |
7,994
+272
| +4% | +$13.4K | 0.27% | 48 |
|
|
2025
Q1 | $337K | Buy |
7,722
+12
| +0.2% | +$523 | 0.25% | 46 |
|
|
2024
Q4 | $466K | Sell |
7,710
-1,528
| -17% | -$92.4K | 0.33% | 44 |
|
|
2024
Q3 | $469K | Sell |
9,238
-188
| -2% | -$9.55K | 0.31% | 43 |
|
|
2024
Q2 | $447K | Sell |
9,426
-241
| -2% | -$11.4K | 0.32% | 42 |
|
|
2024
Q1 | $463K | Sell |
9,667
-1,028
| -10% | -$49.2K | 0.34% | 42 |
|
|
2023
Q4 | $430K | Sell |
10,695
-1,646
| -13% | -$66.2K | 0.34% | 40 |
|
|
2023
Q3 | $457K | Sell |
12,341
-475
| -4% | -$17.6K | 0.41% | 39 |
|
|
2023
Q2 | $609K | Sell |
12,816
-6,998
| -35% | -$333K | 0.5% | 33 |
|
|
2023
Q1 | $692K | Sell |
19,814
-3,048
| -13% | -$106K | 0.6% | 30 |
|
|
2022
Q4 | $751K | Sell |
22,862
-2,325
| -9% | -$76.4K | 0.71% | 31 |
|
|
2022
Q3 | $707K | Buy |
25,187
+300
| +1% | +$8.42K | 0.7% | 30 |
|
|
2022
Q2 | $721K | Sell |
24,887
-275
| -1% | -$7.97K | 0.68% | 34 |
|
|
2022
Q1 | $996K | Sell |
25,162
-465
| -2% | -$18.4K | 0.81% | 28 |
|
|
2021
Q4 | $1M | Buy |
+25,627
| New | +$1M | 0.81% | 30 |
|