Westwood Wealth Management’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
$236K Hold
4,800
0.08% 45
2025
Q1
$209K Hold
4,800
0.09% 44
2024
Q4
$290K Sell
4,800
-45
-0.9% -$2.72K 0.1% 40
2024
Q3
$246K Buy
4,845
+45
+0.9% +$2.29K 0.1% 37
2024
Q2
$228K Hold
4,800
0.08% 39
2024
Q1
$230K Buy
+4,800
New +$230K 0.11% 36
2023
Q3
Sell
-4,750
Closed -$226K 39
2023
Q2
$226K Buy
+4,750
New +$226K 0.16% 40
2022
Q2
Sell
-4,750
Closed -$188 40
2022
Q1
$188 Buy
+4,750
New +$188 0.07% 42