Wealth Management Partners’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 | $773K | Buy |
11,621
+2,590
| +29% | +$174K | 0.22% | 84 |
|
|
2025
Q4 | $627K | Sell |
9,031
-1,420
| -14% | -$88.7K | 0.18% | 88 |
|
|
2025
Q3 | $593K | Buy |
10,451
+1,685
| +19% | +$96.2K | 0.19% | 86 |
|
|
2025
Q2 | $438K | Buy |
8,766
+1,109
| +14% | +$50.9K | 0.15% | 97 |
|
|
2025
Q1 | $334K | Buy |
7,657
+2,148
| +39% | +$127K | 0.15% | 90 |
|
|
2024
Q4 | $333K | Sell |
5,509
-3,535
| -39% | -$209K | 0.14% | 91 |
|
|
2024
Q3 | $459K | Buy |
+9,044
| New | +$394K | 0.21% | 74 |
|
|
2024
Q2 | – | Sell |
-11,594
| Closed | -$555K | – | 111 |
|
|
2024
Q1 | $555K | Buy |
11,594
+2,800
| +32% | +$116K | 0.28% | 68 |
|
|
2023
Q4 | $354K | Buy |
8,794
+1,322
| +18% | +$47.9K | 0.2% | 80 |
|
|
2023
Q3 | $276K | Sell |
7,472
-2,634
| -26% | -$114K | 0.17% | 90 |
|
|
2023
Q2 | $480K | Sell |
10,106
-2,932
| -22% | -$108K | 0.3% | 64 |
|
|
2023
Q1 | $455K | Buy |
13,038
+38
| +0.3% | +$1.41K | 0.32% | 67 |
|
|
2022
Q4 | $436K | Sell |
13,000
-1,000
| -7% | -$33.1K | 0.36% | 62 |
|
|
2022
Q3 | $417K | Buy |
14,000
+1,000
| +8% | +$31.8K | 0.37% | 62 |
|
|
2022
Q2 | $364K | Buy |
13,000
+1,000
| +8% | +$38.1K | 0.32% | 63 |
|
|
2022
Q1 | $463K | Buy |
12,000
+3,000
| +33% | +$117K | 0.33% | 61 |
|
|
2021
Q4 | $355K | Sell |
9,000
-194
| -2% | -$7.76K | 0.24% | 79 |
|
|
2021
Q3 | $392K | Sell |
9,194
-1,929
| -17% | -$78.8K | 0.29% | 69 |
|
|
2021
Q2 | $481K | Buy |
11,123
+673
| +6% | +$31.2K | 0.34% | 67 |
|
|
2021
Q1 | $525K | Sell |
10,450
-589
| -5% | -$26.1K | 0.39% | 58 |
|
|
2020
Q4 | $434K | Buy |
+11,039
| New | +$401K | 0.34% | 64 |
|
Other funds holding DAL
VCM
VPM
