WDG
DAL icon

Wealth Dimensions Group’s Delta Air Lines DAL Stock Holding History

Wealth Dimensions Group’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 		$518K Sell
7,799
-2
-0% -$135 0.1% 102
2025
Q4 		$541K Sell
7,801
-601
-7% -$37.5K 0.11% 99
2025
Q3 		$477K Sell
8,402
-475
-5% -$27.1K 0.1% 108
2025
Q2 		$437K Buy
8,877
+75
+0.9% +$3.44K 0.1% 110
2025
Q1 		$384K Sell
8,802
-57
-0.6% -$3.38K 0.09% 112
2024
Q4 		$536K Buy
8,859
+8
+0.1% +$472 0.13% 84
2024
Q3 		$450K Buy
8,851
+32
+0.4% +$1.39K 0.11% 94
2024
Q2 		$418K Sell
8,819
-3,053
-26% -$152K 0.12% 93
2024
Q1 		$568K Buy
11,872
+2,686
+29% +$111K 0.17% 75
2023
Q4 		$370K Sell
9,186
-215
-2% -$7.8K 0.12% 96
2023
Q3 		$348K Buy
9,401
+2,759
+42% +$120K 0.13% 97
2023
Q2 		$316K Buy
6,642
+232
+4% +$8.56K 0.12% 104
2023
Q1 		$224K Hold
6,410
– – 0.09% 122
2022
Q4 		$211K Buy
+6,410
New +$212K 0.09% 122
2022
Q2 		– Sell
-6,605
Closed -$261K – 130
2022
Q1 		$261K Buy
6,605
+813
+14% +$31.7K 0.12% 114
2021
Q4 		$226K Sell
5,792
-100
-2% -$4K 0.11% 123
2021
Q3 		$251K Buy
5,892
+892
+18% +$36.4K 0.16% 107
2021
Q2 		$216K Sell
5,000
-22
-0.4% -$1.02K 0.15% 109
2021
Q1 		$242K Hold
5,022
– – 0.19% 100
2020
Q4 		$202K Buy
+5,022
New +$183K 0.17% 106

Other funds holding DAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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