Iht Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,297 shares of CDL stock, worth $224,426. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,297

Previous 3,265 0.98%

Holding current value

$224,426

Previous $223,000 1.79%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$60.77 - $68.5 $1,944 - $2,192	32 Added 0.98%	3,297 $219,000
Q1 2025 May 15, 2025	SELL	$64.2 - $69.24 $1,797 - $1,938	-28 Reduced 0.85%	3,265 $223,000
Q4 2024 Feb 14, 2025	SELL	$64.34 - $70.57 $21,939 - $24,064	-341 Reduced 9.38%	3,293 $215,000
Q3 2024 Nov 14, 2024	BUY	$60.7 - $67.83 $16,024 - $17,907	264 Added 7.83%	3,634 $246,000
Q2 2024 Aug 14, 2024	BUY	$58.73 - $63.02 $646 - $693	11 Added 0.33%	3,370 $205,000
Q1 2024 May 15, 2024	BUY	$57.28 - $62.16 $192,403 - $208,795	3,359 New	3,359 $208,000
Q2 2023 Aug 14, 2023	SELL	$54.07 - $58.38 $12,273 - $13,252	-227 Reduced 6.0%	3,559 $201,000
Q1 2023 May 15, 2023	BUY	$54.52 - $62.29 $2,126 - $2,429	39 Added 1.04%	3,786 $217,000
Q4 2022 Feb 14, 2023	BUY	$52.8 - $61.4 $197,841 - $230,065	3,747 New	3,747 $220,000
Q2 2022 Aug 15, 2022	SELL	$55.6 - $64.8 $220,064 - $256,478	-3,958 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$59.35 - $63.73 $237 - $254	4 Added 0.1%	3,958 $250,000
Q4 2021 Feb 14, 2022	SELL	$57.0 - $61.12 $13,908 - $14,913	-244 Reduced 5.81%	3,954 $242,000
Q3 2021 Nov 15, 2021	SELL	$55.69 - $58.91 $97,958 - $103,622	-1,759 Reduced 29.53%	4,198 $239,000
Q2 2021 Aug 16, 2021	BUY	$54.81 - $58.67 $219 - $234	4 Added 0.07%	5,957 $337,000
Q1 2021 May 18, 2021	BUY	$46.47 - $55.05 $6,226 - $7,376	134 Added 2.3%	5,953 $326,000
Q4 2020 Feb 17, 2021	BUY	$40.18 - $47.63 $8,477 - $10,049	211 Added 3.76%	5,819 $274,000
Q3 2020 Nov 19, 2020	BUY	$38.16 - $42.4 $214,001 - $237,779	5,608 New	5,608 $227,000

Others Institutions Holding CDL

# of Institutions

Shares Held

2.75M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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Iht Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History