Ownership history in VALLEY WEALTH MANAGERS, INC. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π VALLEY WEALTH MANAGERS, INC. outperformed the S&P 500 by +24.7% annually on this DAL position. Average cost basis: $56.42. Maximum drawdown during holding period: β27.8%.
π₯ Exceptional β beat the S&P 500 by 24.7% per year on this position.
4 quarters analyzed
Best entry: $49.90 (2024 Q3) Β· Worst: $56.42 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π VALLEY WEALTH MANAGERS, INC. has been actively increasing its DAL allocation β a bullish signal from insiders.
Currently 1.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size