Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
326
$139.73 - $176.87 $45.6K - $57.7K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
102
$255.99 - $314.27 $26.1K - $32.1K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
100
$589.61 - $711.02 $59K - $71.1K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
338
$264.89 - $310.24 $89.5K - $105K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
113
$95.77 - $138.0 $10.8K - $15.6K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
38
$138.35 - $173.25 $5.26K - $6.58K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 15, 2022
20
$78.72 - $108.43 $1.57K - $2.17K
DOV
Dover Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
28
$155.99 - $181.6 $4.37K - $5.08K
Hollyfrontier Corp
Q4 2021 Filed on Feb 15, 2022
36
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
374
$44.57 - $55.81 $16.7K - $20.9K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
4,021
$20.57 - $24.47 $82.7K - $98.4K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
18
$95.99 - $119.67 $1.73K - $2.15K
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
425
$65.12 - $73.93 $27.7K - $31.4K
RHI
Robert Half International Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,463
$102.59 - $119.57 $150K - $175K
ROL
Rollins Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
405
$31.77 - $39.33 $12.9K - $15.9K
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
89
$55.2 - $67.55 $4.91K - $6.01K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
38
$78.08 - $87.16 $2.97K - $3.31K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
213
$358.15 - $413.86 $76.3K - $88.2K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
107
$42.48 - $51.63 $4.55K - $5.52K
KIM
Kimco Realty Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,200
$21.48 - $24.65 $25.8K - $29.6K
ERII
Energy Recovery, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
1,806
$18.85 - $24.18 $34K - $43.7K
NEP
Nextera Energy Partners, LP

Utilities
Q4 2021 Filed on Feb 15, 2022
520
$76.06 - $87.69 $39.6K - $45.6K
NRZ
New Residential Investment Corp.

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,037
$10.48 - $11.64 $10.9K - $12.1K
AMN
Amn Healthcare Services Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
262
$94.48 - $124.24 $24.8K - $32.6K
AMWD
American Woodmark Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
248
$56.99 - $75.2 $14.1K - $18.6K
BCPC
Balchem Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
184
$149.18 - $172.5 $27.4K - $31.7K
B
Barnes Group Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
312
$40.74 - $46.91 $12.7K - $14.6K
BHE
Benchmark Electronics Inc

Technology
Q4 2021 Filed on Feb 15, 2022
830
$23.19 - $27.35 $19.2K - $22.7K
CTS
Cts Corp

Technology
Q4 2021 Filed on Feb 15, 2022
515
$30.22 - $38.18 $15.6K - $19.7K
CACI
Caci International Inc

Technology
Q4 2021 Filed on Feb 15, 2022
66
$255.24 - $289.0 $16.8K - $19.1K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
346
$94.5 - $122.69 $32.7K - $42.5K
EXLS
Exl Service Holdings, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
218
$122.32 - $145.06 $26.7K - $31.6K
FWRD
Forward Air Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
360
$82.73 - $121.09 $29.8K - $43.6K
FELE
Franklin Electric CO Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
363
$80.84 - $96.69 $29.3K - $35.1K
IDA
Idacorp Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
1,010
$98.96 - $113.31 $99.9K - $114K
IART
Integra Lifesciences Holdings Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
526
$62.47 - $73.25 $32.9K - $38.5K
KFRC
Kforce Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
340
$61.54 - $80.75 $20.9K - $27.5K
LHCG
Lhc Group, Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
117
$110.23 - $154.64 $12.9K - $18.1K
MMI
Marcus & Millichap, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
496
$41.42 - $51.65 $20.5K - $25.6K
MASI
Masimo Corp

Healthcare
Q4 2021 Filed on Feb 15, 2022
1
$266.41 - $303.29 $266 - $303
MBWM
Mercantile Bank Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
338
$32.78 - $37.05 $11.1K - $12.5K
NXST
Nexstar Media Group, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
216
$143.48 - $170.5 $31K - $36.8K
OMCL
Omnicell, Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
195
$153.26 - $183.62 $29.9K - $35.8K
SIGI
Selective Insurance Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
412
$74.79 - $83.21 $30.8K - $34.3K
SIMO
Silicon Motion Technology Corp

Technology
Q4 2021 Filed on Feb 15, 2022
776
$66.37 - $95.03 $51.5K - $73.7K
SSB
South State Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
328
$74.32 - $84.13 $24.4K - $27.6K
SF
Stifel Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
259
$65.84 - $77.66 $17.1K - $20.1K
RGR
Sturm Ruger & CO Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
94
$64.37 - $81.32 $6.05K - $7.64K
TTEK
Tetra Tech Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
20
$151.16 - $190.38 $3.02K - $3.81K
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