Wealth Management Partners’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 | $438K | Buy |
8,766
+1,109
| +14% | +$55.5K | 0.15% | 97 |
|
2025
Q1 | $334K | Buy |
7,657
+2,148
| +39% | +$93.7K | 0.15% | 90 |
|
2024
Q4 | $333K | Sell |
5,509
-3,535
| -39% | -$214K | 0.14% | 91 |
|
2024
Q3 | $459K | Buy |
+9,044
| New | +$459K | 0.21% | 74 |
|
2024
Q2 | – | Sell |
-11,594
| Closed | -$555K | – | 111 |
|
2024
Q1 | $555K | Buy |
11,594
+2,800
| +32% | +$134K | 0.28% | 68 |
|
2023
Q4 | $354K | Buy |
8,794
+1,322
| +18% | +$53.2K | 0.2% | 80 |
|
2023
Q3 | $276K | Sell |
7,472
-2,634
| -26% | -$97.5K | 0.17% | 90 |
|
2023
Q2 | $480K | Sell |
10,106
-2,932
| -22% | -$139K | 0.3% | 64 |
|
2023
Q1 | $455K | Buy |
13,038
+38
| +0.3% | +$1.33K | 0.32% | 67 |
|
2022
Q4 | $436K | Sell |
13,000
-1,000
| -7% | -$33.5K | 0.36% | 62 |
|
2022
Q3 | $417K | Buy |
14,000
+1,000
| +8% | +$29.8K | 0.37% | 62 |
|
2022
Q2 | $364K | Buy |
13,000
+1,000
| +8% | +$28K | 0.32% | 63 |
|
2022
Q1 | $463K | Buy |
12,000
+3,000
| +33% | +$116K | 0.33% | 61 |
|
2021
Q4 | $355K | Sell |
9,000
-194
| -2% | -$7.65K | 0.24% | 79 |
|
2021
Q3 | $392K | Sell |
9,194
-1,929
| -17% | -$82.2K | 0.29% | 69 |
|
2021
Q2 | $481K | Buy |
11,123
+673
| +6% | +$29.1K | 0.34% | 67 |
|
2021
Q1 | $525K | Sell |
10,450
-589
| -5% | -$29.6K | 0.39% | 58 |
|
2020
Q4 | $434K | Buy |
+11,039
| New | +$434K | 0.34% | 64 |
|