Number of Shares
109,757
Previous 109,757 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

SELL
N/A
-1,392 Reduced 1.25%
109,757 $0
Q4 2024

Feb 07, 2025

BUY
N/A
9,102 Added 8.92%
111,149 $0
Q3 2024

Nov 01, 2024

SELL
N/A
-249 Reduced 0.24%
102,047 $0
Q2 2024

Aug 06, 2024

BUY
N/A
8,059 Added 8.55%
102,296 $3.21 Million
Q1 2024

May 02, 2024

BUY
N/A
21,398 Added 29.38%
94,237 $2.85 Million
Q4 2023

Feb 08, 2024

BUY
N/A
72,839 New
72,839 $0
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.