Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

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

Industrials
Q4 2021 Filed on Feb 15, 2022
121
$236.96 - $270.67 $28.7K - $32.8K
NOVN
Novan, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
475
$4.03 - $8.15 $1.91K - $3.87K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,199
$15.07 - $15.78 $18.1K - $18.9K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
30
$283.36 - $364.0 $8.5K - $10.9K
OCX
Oncocyte Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,000
$2.04 - $3.59 $2.04K - $3.59K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 15, 2022
414
$28.67 - $37.13 $11.9K - $15.4K
PATK
Patrick Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
162
$73.88 - $87.47 $12K - $14.2K
PAYC
Paycom Software, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
304
$399.37 - $553.23 $121K - $168K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
Q4 2021 Filed on Feb 15, 2022
4,176
$9.33 - $9.8 $39K - $40.9K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2021 Filed on Feb 15, 2022
2
$112.05 - $114.68 $224 - $229
PHK
Pimco High Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
871
$5.98 - $6.46 $5.21K - $5.63K
PLUG
Plug Power Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
544
$24.32 - $44.55 $13.2K - $24.2K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,125
$4.24 - $4.61 $4.77K - $5.19K
RDWR
Radware LTD

Technology
Q4 2021 Filed on Feb 15, 2022
457
$28.96 - $41.74 $13.2K - $19.1K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
6
$70.22 - $134.72 $421 - $808
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2021 Filed on Feb 15, 2022
89
$76.01 - $83.39 $6.76K - $7.42K
STX
Seagate Technology Holdings PLC

Technology
Q4 2021 Filed on Feb 15, 2022
30
$79.01 - $115.0 $2.37K - $3.45K
SITE
Site One Landscape Supply, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
150
$198.19 - $251.7 $29.7K - $37.8K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q4 2021 Filed on Feb 15, 2022
18
$34.61 - $35.48 $623 - $639
STEM
Stem, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
500
$17.56 - $26.65 $8.78K - $13.3K
TDY
Teledyne Technologies Inc

Technology
Q4 2021 Filed on Feb 15, 2022
27
$411.52 - $452.34 $11.1K - $12.2K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
244
$93.59 - $126.78 $22.8K - $30.9K
TPGY
Tpg Pace Beneficial Finance Corp.

Financial Services
Q4 2021 Filed on Feb 15, 2022
25
$9.81 - $11.69 $245 - $292
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
111
$47.15 - $59.42 $5.23K - $6.6K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
385
$39.81 - $57.51 $15.3K - $22.1K
U
Unity Software Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
205
$119.85 - $201.12 $24.6K - $41.2K
UNM
Unum Group

Financial Services
Q4 2021 Filed on Feb 15, 2022
1
$22.38 - $28.63 $22.4 - $28.6
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q4 2021 Filed on Feb 15, 2022
223
$25.26 - $25.39 $5.63K - $5.66K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q4 2021 Filed on Feb 15, 2022
21
$76.94 - $81.97 $1.62K - $1.72K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q4 2021 Filed on Feb 15, 2022
99
$79.7 - $88.45 $7.89K - $8.76K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q4 2021 Filed on Feb 15, 2022
23
$72.79 - $74.53 $1.67K - $1.71K
VMC
Vulcan Materials CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
70
$169.28 - $208.97 $11.8K - $14.6K
WIT
Wipro LTD

Technology
Q4 2021 Filed on Feb 15, 2022
2,727
$8.38 - $9.95 $22.9K - $27.1K
XPEV
Xpeng Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
26
$34.11 - $55.0 $887 - $1.43K
ZBRA
Zebra Technologies Corp

Technology
Q4 2021 Filed on Feb 15, 2022
85
$493.13 - $614.55 $41.9K - $52.2K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,117
$43.31 - $58.86 $48.4K - $65.7K
Zynga Inc
Q4 2021 Filed on Feb 15, 2022
1,353
N/A
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q4 2021 Filed on Feb 15, 2022
91
$30.13 - $34.58 $2.74K - $3.15K
MIMO
Airspan Networks Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
10
$3.79 - $7.81 $37.9 - $78.1
ARDX
Ardelyx, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
125
$0.86 - $1.7 $108 - $213
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
27
$64.2 - $142.68 $1.73K - $3.85K
AEYE
Audioeye Inc

Technology
Q4 2021 Filed on Feb 15, 2022
25
$6.61 - $11.35 $165 - $284
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
27
$62.38 - $78.37 $1.68K - $2.12K
BOC
Boston Omaha Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
20
$26.6 - $39.32 $532 - $786
CMBM
Cambium Networks Corp

Technology
Q4 2021 Filed on Feb 15, 2022
459
$22.82 - $37.61 $10.5K - $17.3K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
80
$17.76 - $27.69 $1.42K - $2.22K
CHT
Chunghwa Telecom CO LTD

Communication Services
Q4 2021 Filed on Feb 15, 2022
125
$39.42 - $42.24 $4.93K - $5.28K
NET
Cloudflare, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
16
$114.98 - $217.25 $1.84K - $3.48K
CLOV
Clover Health Investments, Corp.

Healthcare
Q4 2021 Filed on Feb 15, 2022
16
$3.72 - $8.12 $59.5 - $130
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