Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
63
$292.08 - $329.01 $18.4K - $20.7K
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
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
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 15, 2022
682
$50.43 - $55.68 $34.4K - $38K
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
PH
Parker Hannifin Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
15
$284.71 - $334.0 $4.27K - $5.01K
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
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
20
$20.04 - $27.01 $401 - $540
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
96
$171.07 - $196.61 $16.4K - $18.9K
STT
State Street Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
41
$86.12 - $99.92 $3.53K - $4.1K
TRP
Tc Energy Corp

Energy
Q4 2021 Filed on Feb 15, 2022
1,553
$45.47 - $55.15 $70.6K - $85.6K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
394
$39.06 - $53.11 $15.4K - $20.9K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
18
$66.98 - $78.01 $1.21K - $1.4K
XRX
Xerox Holdings Corp

Technology
Q4 2021 Filed on Feb 15, 2022
74
$17.79 - $23.35 $1.32K - $1.73K
ABEV
Ambev S.A.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,800
$2.62 - $3.22 $4.72K - $5.8K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
28
$87.48 - $96.88 $2.45K - $2.71K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
79
$63.26 - $108.62 $5K - $8.58K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
8
$708.84 - $794.68 $5.67K - $6.36K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
311
$90.6 - $130.75 $28.2K - $40.7K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
22
$46.17 - $55.37 $1.02K - $1.22K
CTRA
Coterra Energy Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
157
$19.0 - $22.77 $2.98K - $3.57K
CSTE
Caesarstone Ltd.

Industrials
Q4 2021 Filed on Feb 15, 2022
124
$10.45 - $13.5 $1.3K - $1.67K
CAJ
Canon Inc

Technology
Q4 2021 Filed on Feb 15, 2022
6,266
$21.54 - $25.37 $135K - $159K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
115
$351.38 - $448.68 $40.4K - $51.6K
CPK
Chesapeake Utilities Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
114
$124.4 - $145.81 $14.2K - $16.6K
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