AWE
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Avidian Wealth Enterprises’s Liberty All-Star Equity Fund USA Stock Holding History

Avidian Wealth Enterprises’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$96.4K Buy
17,370
+590
+4% +$3.53K ﹤0.01% 664
2025
Q4 		$105K Hold
16,780
– – ﹤0.01% 572
2025
Q3 		$106K Buy
16,780
+269
+2% +$1.78K ﹤0.01% 574
2025
Q2 		$112K Buy
16,511
+216
+1% +$1.41K ﹤0.01% 541
2025
Q1 		$107K Buy
16,295
+461
+3% +$3.18K ﹤0.01% 509
2024
Q4 		$110K Hold
15,834
– – ﹤0.01% 495
2024
Q3 		$112K Buy
15,834
+234
+2% +$1.6K 0.01% 488
2024
Q2 		$106K Buy
+15,600
New +$106K 0.01% 490

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