Meridian Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.8K | Hold |
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|
2025
Q2 | $73.9K | Hold |
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|
2025
Q1 | $71.1K | Hold |
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|
2024
Q4 | $75.4K | Hold |
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|
2024
Q3 | $77K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $77.6K | Hold |
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|
2023
Q4 | $69.2K | Sell |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $70.2K | Hold |
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|
2023
Q1 | $67.3K | Hold |
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|
2022
Q4 | $61.9K | Hold |
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|
2022
Q3 | $60K | Hold |
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|
2022
Q2 | $68K | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $91K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $484 | Buy |
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