Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NOMD
Nomad Foods LTD

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
29
$23.83 - $28.79 $691 - $835
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
113
$102.55 - $132.2 $11.6K - $14.9K
POR
Portland General Electric CO

Utilities
Q4 2021 Filed on Feb 15, 2022
937
$47.29 - $52.92 $44.3K - $49.6K
PRU
Prudential Financial Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
70
$100.05 - $114.0 $7K - $7.98K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
34
$68.66 - $75.95 $2.33K - $2.58K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
14
$12.52 - $17.44 $175 - $244
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Feb 15, 2022
183
$51.25 - $51.8 $9.38K - $9.48K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2021 Filed on Feb 15, 2022
31
$31.85 - $32.4 $987 - $1K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Feb 15, 2022
79
$106.55 - $109.3 $8.42K - $8.63K
TTM
Tata Motors LTD

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
200
$22.34 - $34.94 $4.47K - $6.99K
TRTN
Triton International LTD

Industrials
Q4 2021 Filed on Feb 15, 2022
373
$52.64 - $62.99 $19.6K - $23.5K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 15, 2022
4,035
$35.73 - $48.36 $144K - $195K
VPU
Vanguard Utilities ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
209
$139.21 - $156.4 $29.1K - $32.7K
VRSN
Verisign Inc

Technology
Q4 2021 Filed on Feb 15, 2022
121
$204.67 - $255.93 $24.8K - $31K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
606
$162.55 - $221.63 $98.5K - $134K
WWD
Woodward, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
38
$102.67 - $120.52 $3.9K - $4.58K
AFG
American Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
25
$127.47 - $145.68 $3.19K - $3.64K
AMH
American Homes 4 Rent

Real Estate
Q4 2021 Filed on Feb 15, 2022
53
$38.2 - $43.61 $2.02K - $2.31K
AUDC
Audiocodes LTD

Technology
Q4 2021 Filed on Feb 15, 2022
169
$32.22 - $37.0 $5.45K - $6.25K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
21
$1642.51 - $2104.04 $34.5K - $44.2K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
271
$110.95 - $148.88 $30.1K - $40.3K
BE
Bloom Energy Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
1,000
$16.91 - $35.56 $16.9K - $35.6K
CIG
Energy CO Of Minas Gerais

Utilities
Q4 2021 Filed on Feb 15, 2022
2,182
$2.2 - $2.72 $4.8K - $5.94K
CRSP
Crispr Therapeutics Ag

Healthcare
Q4 2021 Filed on Feb 15, 2022
96
$70.09 - $111.29 $6.73K - $10.7K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
500
$3.87 - $7.39 $1.94K - $3.7K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,903
$82.96 - $109.65 $158K - $209K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Feb 15, 2022
100
$95.55 - $111.29 $9.56K - $11.1K
IQDF
Flexshares International Quali

ETFs
Q4 2021 Filed on Feb 15, 2022
2,242
$24.76 - $26.2 $55.5K - $58.7K
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
117
$121.82 - $140.2 $14.3K - $16.4K
GTY
Getty Realty Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
599
$29.79 - $33.02 $17.8K - $19.8K
GDOT
Green Dot Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
712
$34.2 - $51.9 $24.4K - $37K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
28
$176.58 - $212.83 $4.94K - $5.96K
ICFI
Icf International, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
259
$90.67 - $107.89 $23.5K - $27.9K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
101
$114.7 - $138.81 $11.6K - $14K
PCEF
Invesco Cef Income Composite E

ETFs
Q4 2021 Filed on Feb 15, 2022
1,641
$23.35 - $24.57 $38.3K - $40.3K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2021 Filed on Feb 15, 2022
694
$35.85 - $38.94 $24.9K - $27K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Feb 15, 2022
621
$36.8 - $40.11 $22.9K - $24.9K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2021 Filed on Feb 15, 2022
1,352
$44.73 - $45.64 $60.5K - $61.7K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
233
$47.41 - $61.01 $11K - $14.2K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
81
$202.02 - $244.73 $16.4K - $19.8K
LC
Lending Club Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
3
$23.19 - $47.61 $69.6 - $143
NYT
New York Times CO

Communication Services
Q4 2021 Filed on Feb 15, 2022
68
$44.64 - $55.8 $3.04K - $3.79K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
169
$345.98 - $406.62 $58.5K - $68.7K
Preferred Apt Cmntys Inc
Q4 2021 Filed on Feb 15, 2022
174
N/A
RELX
Relx PLC

Communication Services
Q4 2021 Filed on Feb 15, 2022
60
$29.14 - $32.68 $1.75K - $1.96K
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 15, 2022
24
N/A
SMG
Scotts Miracle Gro CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
437
$134.0 - $176.89 $58.6K - $77.3K
SPG
Simon Property Group Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
28
$131.39 - $170.5 $3.68K - $4.77K
SRLN
Ssga Active Trust

ETFs
Q4 2021 Filed on Feb 15, 2022
780
$45.27 - $45.96 $35.3K - $35.8K
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