Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Aug 15, 2022
11,175
$13.26 - $16.75 $148K - $187K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
2,765
$71.48 - $86.85 $198K - $240K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Aug 15, 2022
1,300
$150.2 - $182.71 $195K - $238K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q2 2022 Filed on Aug 15, 2022
29,342
$51.89 - $61.91 $1.52M - $1.82M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Aug 15, 2022
4,532
$47.65 - $62.2 $216K - $282K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2022 Filed on Aug 15, 2022
4,008
$49.95 - $50.17 $200K - $201K
SUB
Ishares Short Term National Mu

ETFs
Q1 2022 Filed on May 09, 2022
729
$104.46 - $107.34 $76.2K - $78.3K
Xilinx Inc
Q1 2022 Filed on May 09, 2022
3,711
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2022 Filed on May 09, 2022
1,560
$99.35 - $107.85 $155K - $168K
SONY
Sony Group Corp

Technology
Q1 2022 Filed on May 09, 2022
1,874
$94.79 - $128.59 $178K - $241K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
871
$181.39 - $234.03 $158K - $204K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2022 Filed on May 09, 2022
159
$148.26 - $164.2 $23.6K - $26.1K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 09, 2022
3,566
$49.6 - $59.81 $177K - $213K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2022 Filed on May 09, 2022
1,610
$50.6 - $52.11 $81.5K - $83.9K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on May 09, 2022
4
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on May 09, 2022
3,245
$49.47 - $50.82 $161K - $165K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on May 09, 2022
818
$21.31 - $22.2 $17.4K - $18.2K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2022 Filed on May 09, 2022
1,906
$108.0 - $122.07 $206K - $233K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q1 2022 Filed on May 09, 2022
801
$23.06 - $31.1 $18.5K - $24.9K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2022 Filed on May 09, 2022
1,712
$141.01 - $175.1 $241K - $300K
SPYG
Spdr Portfolio

ETFs
Q1 2022 Filed on May 09, 2022
5,756
$59.17 - $73.03 $341K - $420K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Feb 15, 2022
1,469
$58.91 - $60.23 $86.5K - $88.5K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
2,152
$49.93 - $50.12 $107K - $108K
Franklin Templeton ETF Tr
Q4 2021 Filed on Feb 15, 2022
540
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2021 Filed on Feb 15, 2022
2,301
$74.33 - $77.96 $171K - $179K
ACTG
Acacia Research Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
100
$4.6 - $6.88 $460 - $688
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 15, 2022
467
$29.58 - $35.1 $13.8K - $16.4K
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Feb 15, 2022
4,068
$36.81 - $45.12 $150K - $184K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 15, 2022
219
$86.79 - $100.15 $19K - $21.9K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Feb 15, 2022
3,273
$26.48 - $38.1 $86.7K - $125K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
346
$19.6 - $34.99 $6.78K - $12.1K
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
265
$65.93 - $76.54 $17.5K - $20.3K
OMC
Omnicom Group Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
15
$66.57 - $76.57 $999 - $1.15K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
173
$188.5 - $221.29 $32.6K - $38.3K
SIVB
Svb Financial Group

Financial Services
Q4 2021 Filed on Feb 15, 2022
33
$637.64 - $755.03 $21K - $24.9K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 15, 2022
1,047
$28.38 - $34.74 $29.7K - $36.4K
SRCL
Stericycle Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
91
$56.45 - $69.95 $5.14K - $6.37K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Feb 15, 2022
50
$7.9 - $10.19 $395 - $510
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
861
$81.21 - $82.44 $69.9K - $71K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,857
$43.72 - $52.25 $81.2K - $97K
WBT
Welbilt, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
75
$23.53 - $23.81 $1.76K - $1.79K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
2,676
$42.64 - $48.7 $114K - $130K
NGD
New Gold Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
100
$1.11 - $1.78 $111 - $178
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q4 2021 Filed on Feb 15, 2022
1,062
$48.38 - $53.17 $51.4K - $56.5K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Feb 15, 2022
2,058
$63.88 - $71.58 $131K - $147K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Feb 15, 2022
149
$294.65 - $346.43 $43.9K - $51.6K
VMW
Vmware, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
551
$110.44 - $167.06 $60.9K - $92.1K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
470
$31.77 - $34.68 $14.9K - $16.3K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q4 2021 Filed on Feb 15, 2022
1,927
$34.99 - $39.26 $67.4K - $75.7K
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