Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MVIS
Microvision, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
127
$11.05 - $16.38 $1.4K - $2.08K
NMR
Nomura Holdings Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
46
$4.69 - $5.24 $216 - $241
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
136
$55.86 - $128.37 $7.6K - $17.5K
51 Job Inc
Q3 2021 Filed on Nov 15, 2021
4
N/A
AVNW
Aviat Networks, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
50
$28.61 - $39.6 $1.43K - $1.98K
BAK
Braskem Sa

Basic Materials
Q3 2021 Filed on Nov 15, 2021
97
$19.91 - $26.69 $1.93K - $2.59K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q3 2021 Filed on Nov 15, 2021
125
$26.86 - $27.5 $3.36K - $3.44K
EWC
Ishares Msci Canada ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
33
$35.5 - $38.1 $1.17K - $1.26K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2021 Filed on Nov 15, 2021
160
$46.58 - $51.16 $7.45K - $8.19K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q3 2021 Filed on Nov 15, 2021
16
$60.61 - $69.99 $970 - $1.12K
Rodgers Silicon Valley Aq CO
Q3 2021 Filed on Nov 15, 2021
24
N/A
BWX
Spdr Bloomberg International T

ETFs
Q3 2021 Filed on Nov 15, 2021
24
$28.6 - $29.81 $686 - $715
Tivity Health Inc
Q3 2021 Filed on Nov 15, 2021
2
N/A
Ishares Gold Trust Ishares
Q2 2021 Filed on Aug 13, 2021
73,284
N/A
Perspecta Inc Com
Q2 2021 Filed on Aug 13, 2021
235
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4
$159.9 - $177.87 $640 - $711
PXD
Pioneer Natural Resources CO

Energy
Q2 2021 Filed on Aug 13, 2021
52
$145.02 - $170.71 $7.54K - $8.88K
MT
Arcelor Mittal

Basic Materials
Q2 2021 Filed on Aug 13, 2021
355
$28.42 - $33.81 $10.1K - $12K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
117
$50.0 - $60.74 $5.85K - $7.11K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
14
$41.03 - $49.12 $574 - $688
ETR
Entergy Corp

Utilities
Q2 2021 Filed on Aug 13, 2021
2
$99.64 - $109.29 $199 - $219
FDS
Factset Research Systems Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
190
$309.13 - $347.1 $58.7K - $65.9K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2021 Filed on Aug 13, 2021
129
$44.19 - $53.53 $5.7K - $6.91K
WU
Western Union CO

Financial Services
Q2 2021 Filed on Aug 13, 2021
249
$22.91 - $26.39 $5.7K - $6.57K
PSCF
Invesco S&P Smallcap Financial

ETFs
Q2 2021 Filed on Aug 13, 2021
348
$55.9 - $61.09 $19.5K - $21.3K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
951
$5.05 - $5.31 $4.8K - $5.05K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,000
$19.8 - $25.53 $19.8K - $25.5K
LFUS
Littelfuse Inc

Technology
Q2 2021 Filed on Aug 13, 2021
21
$239.01 - $278.77 $5.02K - $5.85K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
203
$42.1 - $47.76 $8.55K - $9.7K
Sykes Enterprises Inc
Q2 2021 Filed on Aug 13, 2021
206
N/A
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 13, 2021
902
$8.17 - $11.19 $7.37K - $10.1K
Colony Cap Inc New Cl A Com
Q2 2021 Filed on Aug 13, 2021
663
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2021 Filed on Aug 13, 2021
17
$162.74 - $186.75 $2.77K - $3.17K
HES
Hess Corp

Energy
Q2 2021 Filed on Aug 13, 2021
11
$67.02 - $90.66 $737 - $997
Seagate Technology PLC Com
Q2 2021 Filed on Aug 13, 2021
15
N/A
FV
First Trust Dorsey Wright Focu

ETFs
Q2 2021 Filed on Aug 13, 2021
1,164
$44.14 - $47.47 $51.4K - $55.3K
Aphria Inc Com
Q2 2021 Filed on Aug 13, 2021
3,455
N/A
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,269
$10.49 - $11.23 $13.3K - $14.3K
FFHG
Northern Lts Fd Tr Iv Formula

ETFs
Q2 2021 Filed on Aug 13, 2021
341
N/A
ORI
Old Republic International Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
2
$21.9 - $26.56 $43.8 - $53.1
EXC
Exelon Corp

Utilities
Q2 2021 Filed on Aug 13, 2021
16
$30.75 - $33.6 $492 - $538
QGEN
Qiagen N.V.

Healthcare
Q2 2021 Filed on Aug 13, 2021
93
$46.28 - $52.75 $4.3K - $4.91K
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8
$45.5 - $54.45 $364 - $436
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q2 2021 Filed on Aug 13, 2021
3
$5.2 - $6.51 $15.6 - $19.5
FMC
Fmc Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
348
$108.2 - $121.83 $37.7K - $42.4K
GBX
Greenbrier Companies Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
104
$41.59 - $49.55 $4.33K - $5.15K
KKR
Kkr & Co. Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
5
$50.35 - $60.76 $252 - $304
PHI
Pldt Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
55
$25.58 - $28.03 $1.41K - $1.54K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2021 Filed on Aug 13, 2021
125
$38.98 - $41.66 $4.87K - $5.21K
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