Ownership history in VALLEY WEALTH MANAGERS, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in DELTA AIR LINES INC DEL COM NEW (DAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 369,823 | -1,434 | -0.4% | 1.64% | $25.7M | $69.21 |
| 2025 Q3 | ADDED | 371,257 | +371,121 | +272883.1% | 1.39% | $21.1M | $56.42 |
| 2025 Q1 | UNCHANGED | 136 | — | 0% | 0.00% | $6K | $43.07 |
| 2024 Q4 | UNCHANGED | 136 | — | 0% | 0.00% | $8K | $59.62 |
| 2024 Q3 | INITIATED | 136 | — | — | 0.00% | $7K | $49.90 |
As of 2025 Q4 — sorted by position size