JWA
LBTYK icon

JFS Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

JFS Wealth Advisors’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06K Hold
96
– – ﹤0.01% 1795
2026
Q1 		$1.13K Sell
96
-30
-24% -$344 ﹤0.01% 1647
2025
Q4 		$1.39K Buy
126
+39
+45% +$434 ﹤0.01% 1641
2025
Q3 		$1.02K Buy
87
+30
+53% +$336 ﹤0.01% 1625
2025
Q2 		$588 Sell
57
-45
-44% -$466 ﹤0.01% 1665
2025
Q1 		$1.22K Buy
102
+83
+437% +$999 ﹤0.01% 1609
2024
Q4 		$250 Sell
19
-69
-78% -$1.19K ﹤0.01% 1836
2024
Q3 		$1.9K Buy
88
+21
+31% +$415 ﹤0.01% 1511
2024
Q2 		$1.2K Buy
+67
New +$1.17K ﹤0.01% 1625
2016
Q2 		– Sell
-52
Closed -$2K – 569
2016
Q1 		$2K Buy
+52
New +$1.58K ﹤0.01% 521
2015
Q3 		– Sell
-148
Closed -$6K – 527
2015
Q2 		$6K Hold
148
– – ﹤0.01% 396
2015
Q1 		$6K Hold
148
– – ﹤0.01% 401
2014
Q4 		$6K Hold
148
– – ﹤0.01% 423
2014
Q3 		$5K Hold
148
– – ﹤0.01% 385
2014
Q2 		$5K Buy
+148
New +$4.89K ﹤0.01% 373

Other funds holding LBTYK

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return