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Heritage Wealth Management (Ohio)’s Liberty All-Star Equity Fund USA Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-57,594
Closed -$362K – 247
2025
Q4 		$362K Sell
57,594
-1,725
-3% -$10.7K 0.1% 185
2025
Q3 		$376K Hold
59,319
– – 0.11% 170
2025
Q2 		$404K Sell
59,319
-23,356
-28% -$152K 0.13% 163
2025
Q1 		$542K Sell
82,675
-1,118
-1% -$7.72K 0.18% 125
2024
Q4 		$582K Sell
83,793
-668
-0.8% -$4.8K 0.19% 121
2024
Q3 		$600K Hold
84,461
– – 0.2% 124
2024
Q2 		$582K Buy
+84,461
New +$574K 0.2% 120

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