Waverly 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 | $939K | Buy |
19,099
+3,515
| +23% | +$173K | 0.01% | 632 |
|
|
2025
Q1 | $679K | Sell |
15,584
-500
| -3% | -$21.8K | 0.01% | 695 |
|
|
2024
Q4 | $973K | Buy |
16,084
+6,100
| +61% | +$369K | 0.02% | 515 |
|
|
2024
Q3 | $507K | Sell |
9,984
-2,854
| -22% | -$145K | 0.01% | 582 |
|
|
2024
Q2 | $609K | Buy |
+12,838
| New | +$609K | 0.01% | 528 |
|