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

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Western Wealth Management, LLC holds 5,122 shares of CDL stock, worth $352,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,122

Previous 4,956 3.35%

Holding current value

$352,496

Previous $330,000 7.88%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$66.84 - $69.82 $11,095 - $11,590	166 Added 3.35%	5,122 $356,000
Q2 2025 Aug 08, 2025	BUY	$60.77 - $68.5 $2,430 - $2,740	40 Added 0.81%	4,956 $330,000
Q1 2025 Apr 23, 2025	BUY	$64.2 - $69.24 $13,867 - $14,955	216 Added 4.6%	4,916 $336,000
Q4 2024 Apr 15, 2025	BUY	$64.34 - $70.57 $302,398 - $331,678	4,700 New	4,700 $307,000
Q3 2024 Nov 12, 2024	BUY	$60.7 - $67.83 $285,290 - $318,801	4,700 New	4,700 $318,000

Q3 2022 Nov 04, 2022	BUY	$53.0 - $62.5 $106 - $125	2 Added 0.05%	3,967 $210,000
Q2 2022 Jul 18, 2022	SELL	$55.6 - $64.8 $5,393 - $6,285	-97 Reduced 2.39%	3,965 $231,000
Q1 2022 May 10, 2022	BUY	$59.35 - $63.73 $241,079 - $258,871	4,062 New	4,062 $256,000

Others Institutions Holding CDL

# of Institutions

Shares Held

2.73M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US LRG CA

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