WR Wealth Planners’s Delta Air Lines DAL Stock Holding History

WR Wealth Planners’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$27.6K	Buy	456 +71	+18%	+$4.19K	0.01%	409
2024 Q3	$19.6K	Buy	385 +2	+0.5%	+$87	0.01%	487
2024 Q2	$18.2K	Buy	383 +95	+33%	+$4.73K	0.01%	458
2024 Q1	$13.8K	Buy	+288	New	+$11.9K	﹤0.01%	529
2023 Q4	–	Sell	-156	Closed	-$5.79K	–	333
2023 Q3	$5.79K	Buy	156 +13	+9%	+$564	﹤0.01%	660
2023 Q2	$6.81K	Sell	143 -72	-33%	-$2.66K	﹤0.01%	635
2023 Q1	$7.51K	Buy	+215	New	+$7.97K	﹤0.01%	619
2022 Q4	–	Sell	-135	Closed	-$3.79K	–	513
2022 Q3	$3.79K	Buy	+135	New	+$4.29K	﹤0.01%	341

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's DAL Position: Q4 2024 in Review

WR Wealth Planners increased its Delta Air Lines (DAL) stake by 18% in Q4 2024, buying an estimated $4.19K and bringing the position to 456 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #409.

WR Wealth Planners first reported a position in DAL in Q3 2022 and has held it in 8 quarters since. 1,215 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

WR Wealth Planners held 456 shares of Delta Air Lines worth $27.6K as of Q4 2024.
WR Wealth Planners bought 71 Delta Air Lines shares in Q4 2024, an estimated $4.19K.
Delta Air Lines made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #409 holding.
WR Wealth Planners first reported a position in Delta Air Lines in Q3 2022 and has held it in 8 quarters since.
1,215 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.