WE
Wealth Effects’s Delta Air Lines DAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
11,678
+853
| +8% | +$42K | 0.21% | 88 |
|
|
2025
Q1 | $472K | Sell |
10,825
-1,000
| -8% | -$43.6K | 0.2% | 102 |
|
|
2024
Q4 | $715K | Sell |
11,825
-1,420
| -11% | -$85.9K | 0.25% | 73 |
|
|
2024
Q3 | $673K | Buy |
13,245
+500
| +4% | +$25.4K | 0.24% | 84 |
|
|
2024
Q2 | $605K | Hold |
12,745
| – | – | 0.22% | 84 |
|
|
2024
Q1 | $610K | Buy |
12,745
+120
| +1% | +$5.74K | 0.23% | 90 |
|
|
2023
Q4 | $508K | Buy |
12,625
+3,500
| +38% | +$141K | 0.19% | 108 |
|
|
2023
Q3 | $338K | Hold |
9,125
| – | – | 0.17% | 121 |
|
|
2023
Q2 | $434K | Sell |
9,125
-1,000
| -10% | -$47.5K | 0.19% | 112 |
|
|
2023
Q1 | $354K | Buy |
10,125
+850
| +9% | +$29.7K | 0.18% | 125 |
|
|
2022
Q4 | $305K | Buy |
9,275
+250
| +3% | +$8.22K | 0.17% | 130 |
|
|
2022
Q3 | $253K | Hold |
9,025
| – | – | 0.15% | 134 |
|
|
2022
Q2 | $261K | Sell |
9,025
-100
| -1% | -$2.89K | 0.16% | 137 |
|
|
2022
Q1 | $361K | Buy |
9,125
+25
| +0.3% | +$989 | 0.17% | 120 |
|
|
2021
Q4 | $356K | Buy |
+9,100
| New | +$356K | 0.15% | 133 |
|