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
2025 Q3	$376K	Hold
2025 Q2	$404K	Sell
2025 Q1	$542K	Sell
2024 Q4	$582K	Sell
2024 Q3	$600K	Hold
2024 Q2	$582K	Buy