Liberty Wealth Management LLC Closed Holding Positions

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMA
Comerica Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
1,562
$80.65 - $90.57 $126K - $141K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
282
$212.13 - $235.67 $59.8K - $66.5K
GIS
General Mills Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
1,139
$60.62 - $68.86 $69K - $78.4K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
518
$53.13 - $64.61 $27.5K - $33.5K
HDB
Hdfc Bank LTD

Financial Services
Q4 2021 Filed on Feb 15, 2022
159
$61.97 - $78.4 $9.85K - $12.5K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
157
$78.1 - $96.61 $12.3K - $15.2K
MTD
Mettler Toledo International Inc

Healthcare
Q4 2021 Filed on Feb 15, 2022
10
$1355.25 - $1702.53 $13.6K - $17K
NTNX
Nutanix, Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
196
$29.96 - $39.04 $5.87K - $7.65K
PANW
Palo Alto Networks Inc

Technology
Q4 2021 Filed on Feb 15, 2022
346
$469.54 - $568.34 $162K - $197K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
467
$179.32 - $271.7 $83.7K - $127K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
56
$90.01 - $103.97 $5.04K - $5.82K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
110
$543.48 - $670.97 $59.8K - $73.8K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
23
$23.51 - $27.83 $541 - $640
RYAAY
Ryanair Holdings PLC

Industrials
Q4 2021 Filed on Feb 15, 2022
26
$95.38 - $126.12 $2.48K - $3.28K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Feb 15, 2022
58
$128.22 - $169.06 $7.44K - $9.81K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 15, 2022
465
$108.91 - $173.31 $50.6K - $80.6K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
215
$42.07 - $66.11 $9.05K - $14.2K
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
3,358
$25.35 - $29.55 $85.1K - $99.2K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,065
$47.2 - $61.06 $50.3K - $65K
ICLR
Icon PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
119
$258.11 - $309.7 $30.7K - $36.9K
Ihs Markit LTD
Q4 2021 Filed on Feb 15, 2022
755
N/A
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Feb 15, 2022
185
$173.61 - $196.09 $32.1K - $36.3K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 15, 2022
300
$712.94 - $879.12 $214K - $264K
EQIX
Equinix Inc

Real Estate
Q4 2021 Filed on Feb 15, 2022
87
$750.01 - $847.3 $65.3K - $73.7K
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,730
$35.71 - $41.18 $61.8K - $71.2K
XLI
Industrial Sector Spdr

ETFs
Q4 2021 Filed on Feb 15, 2022
1,583
$98.64 - $107.12 $156K - $170K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Feb 15, 2022
256
$71.6 - $85.32 $18.3K - $21.8K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
695
$257.53 - $292.5 $179K - $203K
CCI
Crown Castle International Corp

Real Estate
Q4 2021 Filed on Feb 15, 2022
1,193
$167.81 - $208.74 $200K - $249K
CINF
Cincinnati Financial Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
211
$110.01 - $126.18 $23.2K - $26.6K
GD
General Dynamics Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
174
$188.97 - $209.52 $32.9K - $36.5K
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
14
$86.65 - $101.78 $1.21K - $1.42K
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Feb 15, 2022
829
$15.24 - $18.65 $12.6K - $15.5K
NEU
Newmarket Corp

Basic Materials
Q4 2021 Filed on Feb 15, 2022
4
$321.26 - $376.51 $1.29K - $1.51K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
421
$243.54 - $297.71 $103K - $125K
AIG
American International Group, Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
797
$51.72 - $61.08 $41.2K - $48.7K
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
262
$54.02 - $63.83 $14.2K - $16.7K
Bhp Group PLC
Q4 2021 Filed on Feb 15, 2022
858
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
46
$136.3 - $180.96 $6.27K - $8.32K
SAN
Banco Santander, S.A.

Financial Services
Q4 2021 Filed on Feb 15, 2022
13,710
$2.96 - $3.95 $40.6K - $54.2K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
5,039
$33.65 - $37.56 $170K - $189K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
36
$206.99 - $245.33 $7.45K - $8.83K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2021 Filed on Feb 15, 2022
656
$26.1 - $30.72 $17.1K - $20.2K
PHG
Koninklijke Philips Nv

Healthcare
Q4 2021 Filed on Feb 15, 2022
1,503
$33.89 - $48.15 $50.9K - $72.4K
LEA
Lear Corp

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
52
$157.13 - $187.99 $8.17K - $9.78K
MTB
M&T Bank Corp

Financial Services
Q4 2021 Filed on Feb 15, 2022
54
$144.04 - $161.85 $7.78K - $8.74K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
3,128
$57.11 - $66.6 $179K - $208K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
908
$128.17 - $142.67 $116K - $130K
PB
Prosperity Bancshares Inc

Financial Services
Q4 2021 Filed on Feb 15, 2022
168
$69.33 - $78.34 $11.6K - $13.2K
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