WDG
Wealth Dimensions Group’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
8,877
+75
| +0.9% | +$3.69K | 0.1% | 110 |
|
|
2025
Q1 | $384K | Sell |
8,802
-57
| -0.6% | -$2.49K | 0.09% | 112 |
|
|
2024
Q4 | $536K | Buy |
8,859
+8
| +0.1% | +$484 | 0.13% | 84 |
|
|
2024
Q3 | $450K | Buy |
8,851
+32
| +0.4% | +$1.63K | 0.11% | 94 |
|
|
2024
Q2 | $418K | Sell |
8,819
-3,053
| -26% | -$145K | 0.12% | 93 |
|
|
2024
Q1 | $568K | Buy |
11,872
+2,686
| +29% | +$129K | 0.17% | 75 |
|
|
2023
Q4 | $370K | Sell |
9,186
-215
| -2% | -$8.65K | 0.12% | 96 |
|
|
2023
Q3 | $348K | Buy |
9,401
+2,759
| +42% | +$102K | 0.13% | 97 |
|
|
2023
Q2 | $316K | Buy |
6,642
+232
| +4% | +$11K | 0.12% | 104 |
|
|
2023
Q1 | $224K | Hold |
6,410
| – | – | 0.09% | 122 |
|
|
2022
Q4 | $211K | Buy |
+6,410
| New | +$211K | 0.09% | 122 |
|
|
2022
Q2 | – | Sell |
-6,605
| Closed | -$261K | – | 130 |
|
|
2022
Q1 | $261K | Buy |
6,605
+813
| +14% | +$32.1K | 0.12% | 114 |
|
|
2021
Q4 | $226K | Sell |
5,792
-100
| -2% | -$3.9K | 0.11% | 123 |
|
|
2021
Q3 | $251K | Buy |
5,892
+892
| +18% | +$38K | 0.16% | 107 |
|
|
2021
Q2 | $216K | Sell |
5,000
-22
| -0.4% | -$950 | 0.15% | 109 |
|
|
2021
Q1 | $242K | Hold |
5,022
| – | – | 0.19% | 100 |
|
|
2020
Q4 | $202K | Buy |
+5,022
| New | +$202K | 0.17% | 106 |
|