Holistic Financial Partners’s Liberty Global Class C LBTYK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$105K	Hold	10,162	–	–	0.05%	125
2025 Q1	$122K	Hold	10,162	–	–	0.06%	118
2024 Q4	$134K	Hold	10,162	–	–	0.07%	116
2024 Q3	$220K	Hold	10,162	–	–	0.11%	108
2024 Q2	$181K	Hold	10,162	–	–	0.09%	114
2024 Q1	$179K	Hold	10,162	–	–	0.09%	131
2023 Q4	$189K	Hold	10,162	–	–	0.11%	115
2023 Q3	$189K	Hold	10,162	–	–	0.13%	101
2023 Q2	$181K	Hold	10,162	–	–	0.13%	104
2023 Q1	$207K	Hold	10,162	–	–	0.16%	95
2022 Q4	$197K	Hold	10,162	–	–	0.18%	88
2022 Q3	$168K	Hold	10,162	–	–	0.17%	84
2022 Q2	$224K	Hold	10,162	–	–	0.21%	78
2022 Q1	$263K	Hold	10,162	–	–	0.17%	85
2021 Q4	$285K	Hold	10,162	–	–	0.17%	87
2021 Q3	$299K	Hold	10,162	–	–	0.18%	79
2021 Q2	$275K	Hold	10,162	–	–	0.16%	89
2021 Q1	$260K	Hold	10,162	–	–	0.17%	90
2020 Q4	$240K	Hold	10,162	–	–	0.17%	87
2020 Q3	$209K	Hold	10,162	–	–	0.17%	84
2020 Q2	$219K	Hold	10,162	–	–	0.19%	69
2020 Q1	$160K	Sell	10,162 -106	-1%	-$1.67K	0.17%	65
2019 Q4	$224K	Sell	10,268 -346	-3%	-$7.55K	0.13%	100
2019 Q3	$253K	Hold	10,614	–	–	0.22%	63
2019 Q2	$282K	Hold	10,614	–	–	0.28%	46
2019 Q1	$257K	Buy	10,614 +99	+0.9%	+$2.4K	0.11%	94
2018 Q4	$217K	Hold	10,515	–	–	0.23%	55
2018 Q3	$296K	Buy	10,515 +231	+2%	+$6.5K	0.28%	47
2018 Q2	$274K	Hold	10,284	–	–	0.31%	23
2018 Q1	$313K	Hold	10,284	–	–	0.26%	37
2017 Q4	$348K	Buy	+10,284	New	+$348K	0.29%	37