Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UMBF
Umb Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
179
$96.81 - $108.36 $17.3K - $19.4K
UBSI
United Bankshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
580
$34.13 - $39.1 $19.8K - $22.7K
UTL
Unitil Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
330
$40.9 - $46.47 $13.5K - $15.3K
AMBA
Ambarella Inc

Technology
Q4 2021 Filed on Feb 15, 2022
168
$148.83 - $216.84 $25K - $36.4K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
184
$66.45 - $71.82 $12.2K - $13.2K
DEA
Easterly Government Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
894
$20.79 - $22.93 $18.6K - $20.5K
LTC
Ltc Properties Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
2,142
$31.36 - $34.85 $67.2K - $74.6K
AEG
Aegon Nv

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,345
$4.4 - $5.25 $10.3K - $12.3K
BCS
Barclays PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,410
$9.56 - $11.27 $13.5K - $15.9K
CRTO
Criteo S.A.

Communication Services
Q4 2021 Filed on Feb 15, 2022
2,391
$32.13 - $43.06 $76.8K - $103K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,234
$29.82 - $36.05 $36.8K - $44.5K
KT
Kt Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
5,947
$12.57 - $13.68 $74.8K - $81.4K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,054
$5.28 - $5.93 $5.57K - $6.25K
MFG
Mizuho Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
3,062
$2.45 - $2.85 $7.5K - $8.73K
IX
Orix Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
2
$94.2 - $104.04 $188 - $208
PTR
Petrochina CO LTD

Energy
Q4 2021 Filed on Feb 15, 2022
1,762
$42.83 - $53.49 $75.5K - $94.2K
TX
Ternium S.A.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
301
$37.72 - $47.02 $11.4K - $14.2K
WNS
Wns (Holdings) LTD

Technology
Q4 2021 Filed on Feb 15, 2022
81
$80.31 - $90.24 $6.51K - $7.31K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q4 2021 Filed on Feb 15, 2022
220
$55.21 - $57.77 $12.1K - $12.7K
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Feb 15, 2022
557
$74.94 - $91.73 $41.7K - $51.1K
AVA
Avista Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
2,961
$38.51 - $42.49 $114K - $126K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
73
$17.65 - $20.99 $1.29K - $1.53K
DTE
Dte Energy CO

Utilities
Q4 2021 Filed on Feb 15, 2022
1,749
$108.34 - $120.33 $189K - $210K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
161
$15.9 - $24.77 $2.56K - $3.99K
HTLD
Heartland Express Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
1,800
$15.98 - $17.71 $28.8K - $31.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Feb 15, 2022
37
$271.6 - $314.21 $10K - $11.6K
NJR
New Jersey Resources Corp

Utilities
Q4 2021 Filed on Feb 15, 2022
1,488
$35.6 - $41.17 $53K - $61.3K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Feb 15, 2022
1,133
$4.15 - $4.78 $4.7K - $5.42K
TM
Toyota Motor Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
42
$166.97 - $187.44 $7.01K - $7.87K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
554
$122.0 - $138.86 $67.6K - $76.9K
MAC
Macerich CO

Real Estate
Q4 2021 Filed on Feb 15, 2022
951
$15.87 - $22.21 $15.1K - $21.1K
NHI
National Health Investors Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
924
$50.96 - $58.18 $47.1K - $53.8K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
95
$12.49 - $15.43 $1.19K - $1.47K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
700
$22.95 - $26.15 $16.1K - $18.3K
UNIT
Uniti Group Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
340
$11.8 - $14.44 $4.01K - $4.91K
UTG
Reaves Utility Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,750
$32.65 - $35.44 $57.1K - $62K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,600
$18.5 - $19.9 $29.6K - $31.8K
SJM
J M Smucker CO

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
3
$119.69 - $138.91 $359 - $417
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
220
$158.3 - $265.08 $34.8K - $58.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 15, 2022
771
$16.79 - $17.95 $12.9K - $13.8K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
2,319
$15.8 - $16.55 $36.6K - $38.4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 15, 2022
979
$118.81 - $129.12 $116K - $126K
EIX
Edison International

Utilities
Q4 2021 Filed on Feb 15, 2022
507
$55.04 - $68.44 $27.9K - $34.7K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
217
$90.64 - $98.11 $19.7K - $21.3K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
206
$254.66 - $279.11 $52.5K - $57.5K
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2021 Filed on Feb 15, 2022
221
$114.04 - $122.75 $25.2K - $27.1K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 15, 2022
11
$8.55 - $10.98 $94.1 - $121
NOK
Nokia Corp

Technology
Q4 2021 Filed on Feb 15, 2022
113
$5.46 - $6.34 $617 - $716
IXUS
Ishares Tr

ETFs
Q4 2021 Filed on Feb 15, 2022
689
$68.64 - $74.15 $47.3K - $51.1K
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