Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OSK
Oshkosh Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
5
$116.92 - $136.92 $585 - $685
RDN
Radian Group Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
170
$21.72 - $25.06 $3.69K - $4.26K
WCN
Waste Connections, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
2
$109.38 - $123.62 $219 - $247
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
371
$80.69 - $88.61 $29.9K - $32.9K
DT
Dynatrace, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
813
$44.52 - $60.61 $36.2K - $49.3K
Genmark Diagnostics Inc
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
HIMX
Himax Technologies, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,915
$10.36 - $16.66 $19.8K - $31.9K
Marvell Tech Group Com
Q2 2021 Filed on Aug 13, 2021
162
N/A
BSX
Boston Scientific Corp

Healthcare
Q2 2021 Filed on Aug 13, 2021
11
$38.58 - $44.24 $424 - $487
CCJ
Cameco Corp

Energy
Q2 2021 Filed on Aug 13, 2021
1,012
$15.98 - $21.63 $16.2K - $21.9K
KODK
Eastman Kodak CO

Industrials
Q2 2021 Filed on Aug 13, 2021
1,157
$6.44 - $11.05 $7.45K - $12.8K
ENV
Envestnet, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
32
$65.18 - $79.49 $2.09K - $2.54K
GWRE
Guidewire Software, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
20
$92.05 - $116.0 $1.84K - $2.32K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q2 2021 Filed on Aug 13, 2021
1,289
$30.01 - $31.87 $38.7K - $41.1K
TYL
Tyler Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
6
$387.29 - $455.73 $2.32K - $2.73K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
4
$148.6 - $174.86 $594 - $699
DOX
Amdocs LTD

Technology
Q2 2021 Filed on Aug 13, 2021
5
$72.13 - $80.84 $361 - $404
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3
$88.75 - $111.7 $266 - $335
CCK
Crown Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
364
$98.44 - $113.54 $35.8K - $41.3K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5
$79.27 - $101.21 $396 - $506
GRFS
Grifols Sa

Healthcare
Q2 2021 Filed on Aug 13, 2021
12
$16.62 - $18.94 $199 - $227
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
4
$15.46 - $24.5 $61.8 - $98
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
2
$27.36 - $32.41 $54.7 - $64.8
J P Morgan Exchange Traded Fd Us Aggregate
Q2 2021 Filed on Aug 13, 2021
112
N/A
Lightspeed Pos Inc Subordinate Voting Shares
Q2 2021 Filed on Aug 13, 2021
300
N/A
MTCH
Match Group, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
4
$136.81 - $164.27 $547 - $657
MTG
Mgic Investment Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
19
$13.31 - $15.56 $253 - $296
ALTL
Pacer Lunt Large Cap Altenator

Technology
Q2 2021 Filed on Aug 13, 2021
678
$38.59 - $41.95 $26.2K - $28.4K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2
$115.23 - $148.13 $230 - $296
PVH
Pvh Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8
$100.98 - $118.67 $808 - $949
Realpage Inc
Q2 2021 Filed on Aug 13, 2021
28
N/A
RRX
Regal Rexnord Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
5
$125.86 - $150.82 $629 - $754
VIV
Telefonica Brasil S.A.

Communication Services
Q2 2021 Filed on Aug 13, 2021
415
$7.76 - $9.39 $3.22K - $3.9K
TRU
Trans Union

Industrials
Q2 2021 Filed on Aug 13, 2021
2
$92.26 - $111.56 $185 - $223
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
12
$36.51 - $41.68 $438 - $500
VST
Vistra Corp.

Utilities
Q2 2021 Filed on Aug 13, 2021
16
$15.92 - $18.81 $255 - $301
XPO
Xpo Logistics, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
2
$73.05 - $88.74 $146 - $177
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
1
$235.85 - $295.74 $236 - $296
URI
United Rentals, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
1
$229.65 - $333.21 $230 - $333
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on May 17, 2021
0
$43.97 - $50.5 $0 - $0
China Mobile Adr Repsg Ord
Q1 2021 Filed on May 17, 2021
100
N/A
AME
Ametek Inc

Industrials
Q1 2021 Filed on May 17, 2021
2
$111.06 - $128.21 $222 - $256
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2021 Filed on May 17, 2021
5
$45.01 - $54.31 $225 - $272
CVE
Cenovus Energy Inc.

Energy
Q1 2021 Filed on May 17, 2021
39
$5.75 - $8.48 $224 - $331
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 17, 2021
4
$75.57 - $86.92 $302 - $348
Wyndham Destinations Inc Com
Q1 2021 Filed on May 17, 2021
110
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
2
$116.31 - $157.5 $233 - $315
Gw Pharmaceuticals PLC Ads
Q1 2021 Filed on May 17, 2021
1
N/A
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on May 17, 2021
1
$263.04 - $306.97 $263 - $307
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