Wealth Enhancement Advisory Services’s Delta Air Lines DAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4M | Buy |
264,949
+41,779
| +19% | +$2.81M | 0.04% | 450 |
|
|
2025
Q4 | $16.1M | Buy |
223,170
+24,952
| +13% | +$1.56M | 0.02% | 540 |
|
|
2025
Q3 | $11.2M | Buy |
198,218
+15,428
| +8% | +$880K | 0.02% | 612 |
|
|
2025
Q2 | $9.3M | Buy |
182,790
+72,813
| +66% | +$3.34M | 0.02% | 662 |
|
|
2025
Q1 | $4.8M | Buy |
109,977
+20,057
| +22% | +$1.19M | 0.01% | 853 |
|
|
2024
Q4 | $5.44M | Buy |
89,920
+5,820
| +7% | +$344K | 0.01% | 772 |
|
|
2024
Q3 | $4.27M | Buy |
84,100
+27,006
| +47% | +$1.18M | 0.01% | 776 |
|
|
2024
Q2 | $2.71M | Buy |
57,094
+4,029
| +8% | +$200K | 0.01% | 881 |
|
|
2024
Q1 | $2.54M | Sell |
53,065
-3,245
| -6% | -$134K | 0.01% | 863 |
|
|
2023
Q4 | $2.27M | Buy |
56,310
+389
| +0.7% | +$14.1K | 0.01% | 858 |
|
|
2023
Q3 | $2.07M | Buy |
+55,921
| New | +$2.43M | 0.01% | 847 |
|
|
2023
Q2 | – | Sell |
-6,413
| Closed | -$224K | – | 526 |
|
|
2023
Q1 | $224K | Buy |
+6,413
| New | +$238K | ﹤0.01% | 490 |
|
|
2020
Q4 | – | Sell |
-114,446
| Closed | -$3.74M | – | 226 |
|
|
2020
Q3 | $3.74M | Buy |
114,446
+58,336
| +104% | +$1.68M | 0.1% | 76 |
|
|
2020
Q2 | $1.47M | Sell |
56,110
-17,114
| -23% | -$435K | 0.04% | 150 |
|
|
2020
Q1 | $1.78M | Buy |
73,224
+35,691
| +95% | +$1.77M | 0.06% | 116 |
|
|
2019
Q4 | $2.19M | Buy |
+37,533
| New | +$2.11M | 0.08% | 102 |
|
|
2019
Q2 | – | Sell |
-42,294
| Closed | -$2.46M | – | 213 |
|
|
2019
Q1 | $2.46M | Buy |
42,294
+7,742
| +22% | +$384K | 0.14% | 62 |
|
|
2018
Q4 | $1.66M | Sell |
34,552
-3,919
| -10% | -$213K | 0.11% | 76 |
|
|
2018
Q3 | $1.98M | Buy |
38,471
+7,561
| +24% | +$416K | 0.12% | 61 |
|
|
2018
Q2 | $1.56M | Buy |
+30,910
| New | +$1.65M | 0.1% | 83 |
|
|
2017
Q2 | – | Sell |
-16,473
| Closed | -$753K | – | 152 |
|
|
2017
Q1 | $753K | Buy |
16,473
+947
| +6% | +$46.2K | 0.08% | 128 |
|
|
2016
Q4 | $764K | Buy |
+15,526
| New | +$708K | 0.09% | 111 |
|
|
2016
Q3 | – | Sell |
-28,036
| Closed | -$1.02M | – | 145 |
|
|
2016
Q2 | $1.02M | Buy |
28,036
+3,874
| +16% | +$165K | 0.18% | 111 |
|
|
2016
Q1 | $1.14M | Buy |
24,162
+2,804
| +13% | +$131K | 0.23% | 82 |
|
|
2015
Q4 | $1.08M | Buy |
21,358
+1,159
| +6% | +$57.3K | 0.27% | 61 |
|
|
2015
Q3 | $928K | Buy |
20,199
+3,023
| +18% | +$136K | 0.28% | 70 |
|
|
2015
Q2 | $706K | Sell |
17,176
-68
| -0.4% | -$2.97K | 0.22% | 98 |
|
|
2015
Q1 | $775K | Buy |
17,244
+1,825
| +12% | +$84.6K | 0.3% | 68 |
|
|
2014
Q4 | $758K | Buy |
+15,419
| New | +$649K | 0.3% | 58 |
|
Other funds holding DAL
VCM
VPM
