Circle Wealth Management, LLC's ownership history for DAL

Circle Wealth Management, LLC currently holds 13.2K shares with a market value of $875.1K. It started holding DAL on 2024-09-30. At its peak, it held 18.9K shares on 2025-12-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 13.2K shares on 2026-03-31, with a value of $628.4K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 5.8K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 1.2K.