Yarger Wealth Strategies, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Yarger Wealth Strategies, LLC

  • $159 Million
  • Q3 2024

A detailed history of Yarger Wealth Strategies, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 7,944 shares of CDL stock, worth $524,145. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,944
Previous 7,877 0.85%
Holding current value
$524,145
Previous $480,000 12.08%
% of portfolio
0.34%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$60.7 - $67.83 $4,066 - $4,544
67 Added 0.85%
7,944 $538,000
Q2 2024

Aug 09, 2024
BUY
$58.73 - $63.02 $3,582 - $3,844
61 Added 0.78%
7,877 $480,000
Q1 2024

Apr 29, 2024
BUY
$57.28 - $62.16 $3,093 - $3,356
54 Added 0.7%
7,816 $485,000
Q4 2023

Jan 18, 2024
SELL
$51.79 - $59.14 $22,735 - $25,962
-439 Reduced 5.35%
7,762 $453,000
Q3 2023

Oct 16, 2023
BUY
$54.27 - $58.97 $3,364 - $3,656
62 Added 0.76%
8,201 $445,000
Q2 2023

Jul 27, 2023
BUY
$54.07 - $58.38 $3,298 - $3,561
61 Added 0.76%
8,139 $460,000
Q1 2023

Apr 13, 2023
BUY
$54.52 - $62.29 $2,289 - $2,616
42 Added 0.52%
8,078 $464,000
Q4 2022

Jan 25, 2023
BUY
$52.8 - $61.4 $4,804 - $5,587
91 Added 1.15%
8,036 $0
Q3 2022

Nov 14, 2022
BUY
$53.0 - $62.5 $3,339 - $3,937
63 Added 0.8%
7,945 $421,000
Q2 2022

Aug 12, 2022
BUY
$55.6 - $64.8 $2,835 - $3,304
51 Added 0.65%
7,882 $459,000
Q1 2022

Apr 15, 2022
BUY
$59.35 - $63.73 $2,255 - $2,421
38 Added 0.49%
7,831 $494,000
Q4 2021

Feb 15, 2022
BUY
$57.0 - $61.12 $444,201 - $476,308
7,793 New
7,793 $476,000

Others Institutions Holding CDL

# of Institutions
56
Shares Held
2.18M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
  • Sector ETFs
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