Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 15, 2022
40
$41.59 - $49.44 $1.66K - $1.98K
SAP
Sap Se

Technology
Q4 2021 Filed on Feb 15, 2022
708
$128.44 - $149.53 $90.9K - $106K
SNN
Smith & Nephew PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,206
$31.98 - $37.15 $38.6K - $44.8K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
234
$6.47 - $7.04 $1.51K - $1.65K
TTE
Total Energies Se

Energy
Q4 2021 Filed on Feb 15, 2022
36
$45.99 - $52.32 $1.66K - $1.88K
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Feb 15, 2022
548
$66.94 - $82.69 $36.7K - $45.3K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
439
$148.36 - $174.66 $65.1K - $76.7K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
130
$68.16 - $81.31 $8.86K - $10.6K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
979
$99.53 - $127.75 $97.4K - $125K
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Feb 15, 2022
154
$140.29 - $166.05 $21.6K - $25.6K
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
40
$80.61 - $89.06 $3.22K - $3.56K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
1,370
$80.28 - $88.97 $110K - $122K
BCE
Bce Inc

Communication Services
Q4 2021 Filed on Feb 15, 2022
3,228
$50.04 - $52.31 $162K - $169K
CME
Cme Group Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
31
$194.71 - $231.97 $6.04K - $7.19K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2021 Filed on Feb 15, 2022
899
$53.58 - $61.45 $48.2K - $55.2K
CNI
Canadian National Railway CO

Industrials
Q4 2021 Filed on Feb 15, 2022
1,314
$116.15 - $135.53 $153K - $178K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,245
$38.88 - $45.31 $48.4K - $56.4K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
15,105
$14.54 - $16.7 $220K - $252K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 15, 2022
746
$22.06 - $24.2 $16.5K - $18.1K
NGG
National Grid PLC

Utilities
Q4 2021 Filed on Feb 15, 2022
1,896
$60.21 - $73.44 $114K - $139K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
36
$192.55 - $216.56 $6.93K - $7.8K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
2,415
$27.83 - $30.06 $67.2K - $72.6K
Peoples United Financial Inc
Q4 2021 Filed on Feb 15, 2022
2,042
N/A
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 15, 2022
2,294
$61.1 - $68.58 $140K - $157K
TTC
Toro CO

Industrials
Q4 2021 Filed on Feb 15, 2022
28
$93.56 - $105.31 $2.62K - $2.95K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
3,095
$50.61 - $54.21 $157K - $168K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Feb 15, 2022
8,404
$14.62 - $16.1 $123K - $135K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
33
$84.55 - $99.46 $2.79K - $3.28K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Feb 15, 2022
632
$20.73 - $24.69 $13.1K - $15.6K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
977
$63.81 - $71.97 $62.3K - $70.3K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
341
$45.69 - $56.9 $15.6K - $19.4K
EVOL
Symbolic Logic, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
933
$2.13 - $2.83 $1.99K - $2.64K
EGIO
Edgio, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
500
$2.33 - $3.75 $1.17K - $1.88K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q4 2021 Filed on Feb 15, 2022
205
$59.87 - $66.15 $12.3K - $13.6K
EQR
Equity Residential

Real Estate
Q4 2021 Filed on Feb 15, 2022
637
$81.55 - $90.55 $51.9K - $57.7K
IYM
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
235
$125.86 - $141.73 $29.6K - $33.3K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q4 2021 Filed on Feb 15, 2022
469
$40.28 - $47.31 $18.9K - $22.2K
RJA
Swedish Export Credit Corp

ETFs
Q4 2021 Filed on Feb 15, 2022
1,809
$7.93 - $8.77 $14.3K - $15.9K
ADSK
Autodesk, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
61
$249.68 - $333.64 $15.2K - $20.4K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 15, 2022
71
$230.08 - $250.94 $16.3K - $17.8K
VDE
Vanguard Energy ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
1,465
$74.1 - $83.72 $109K - $123K
VIS
Vanguard Industrial ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
273
$189.71 - $207.5 $51.8K - $56.6K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2021 Filed on Feb 15, 2022
1,232
$58.98 - $66.05 $72.7K - $81.4K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2021 Filed on Feb 15, 2022
941
$59.71 - $64.17 $56.2K - $60.4K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Feb 15, 2022
88
$130.52 - $143.62 $11.5K - $12.6K
ASIX
Advan Six Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
3
$42.07 - $50.31 $126 - $151
DE
Deere & CO

Industrials
Q4 2021 Filed on Feb 15, 2022
75
$329.0 - $367.86 $24.7K - $27.6K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
14
$6.72 - $8.1 $94.1 - $113
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 15, 2022
440
$40.07 - $44.51 $17.6K - $19.6K
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