Willner & Heller, LLC Victory Portf Ii Shs Us Small Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Willner & Heller, LLC holds 4,337 shares of CSB stock, worth $228,039. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,337
Previous 12,328 64.82%
Holding current value
$228,039
Previous $635,000 61.89%
% of portfolio
0.28%
Previous 0.92%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
SELL
$46.46 - $56.82 $371,261 - $454,048
-7,991 Reduced 64.82%
4,337 $242,000
Q4 2022

Feb 14, 2023
BUY
$50.81 - $55.16 $78,349 - $85,056
1,542 Added 14.3%
12,328 $635,000
Q3 2022

Oct 24, 2022
BUY
N/A
2,892 Added 36.64%
10,786 $500,000
Q2 2022

Jul 22, 2022
BUY
N/A
2,047 Added 35.01%
7,894 $413,000
Q1 2022

Jul 05, 2022
SELL
N/A
-62 Reduced 1.05%
5,847 $359,000
Q4 2021

Jun 06, 2022
BUY
N/A
5,909 New
5,909 $339,000

Others Institutions Holding CSB

# of Institutions
58
Shares Held
1.4M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US SMALL

CSB Quotes by TradingView
  • Ticker CSB
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