Williams Jones 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
Q1 | – | Sell |
-3,390
| Closed | -$205K | – | 504 |
|
|
2024
Q4 | $205K | Buy |
+3,390
| New | +$205K | ﹤0.01% | 463 |
|
|
2022
Q2 | – | Sell |
-5,200
| Closed | -$206K | – | 587 |
|
|
2022
Q1 | $206K | Buy |
+5,200
| New | +$206K | ﹤0.01% | 485 |
|
|
2020
Q1 | – | Sell |
-18,710
| Closed | -$1.09M | – | 397 |
|
|
2019
Q4 | $1.09M | Sell |
18,710
-1,955
| -9% | -$114K | 0.02% | 199 |
|
|
2019
Q3 | $1.19M | Buy |
+20,665
| New | +$1.19M | 0.02% | 186 |
|