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

Valued 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
2026 Q1	$1.87K	Sell	28 -62	-69%	-$4.17K	﹤0.01%	579
2025 Q4	$6.25K	Buy	90 +64	+246%	+$4K	﹤0.01%	275
2025 Q3	$1.48K	Buy	26 +10	+63%	+$571	﹤0.01%	408
2025 Q2	$790	Buy	16 +6	+60%	+$275	﹤0.01%	473
2025 Q1	$438	Sell	10 -89	-90%	-$5.28K	﹤0.01%	564
2024 Q4	$5.99K	Buy	99 +66	+200%	+$3.9K	﹤0.01%	284
2024 Q3	$1.68K	Buy	33 +14	+74%	+$610	﹤0.01%	395
2024 Q2	$902	Buy	19 +5	+36%	+$249	﹤0.01%	451
2024 Q1	$671	Sell	14 -5	-26%	-$207	﹤0.01%	475
2023 Q4	$703	Buy	+19	New	+$689	﹤0.01%	404

Other funds holding DAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return