Meridian Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9K | Hold |
10,851
| – | – | ﹤0.01% | 662 |
|
|
2025
Q1 | $71.1K | Hold |
10,851
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $75.4K | Hold |
10,851
| – | – | ﹤0.01% | 614 |
|
|
2024
Q3 | $77K | Buy |
+10,851
| New | +$77K | ﹤0.01% | 616 |
|
|
2024
Q2 | – | Sell |
-10,851
| Closed | -$77.6K | – | 486 |
|
|
2024
Q1 | $77.6K | Hold |
10,851
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $69.2K | Sell |
10,851
-10,851
| -50% | -$69.2K | ﹤0.01% | 584 |
|
|
2023
Q3 | $128K | Buy |
21,702
+10,851
| +100% | +$64.2K | 0.01% | 520 |
|
|
2023
Q2 | $70.2K | Hold |
10,851
| – | – | 0.01% | 536 |
|
|
2023
Q1 | $67.3K | Hold |
10,851
| – | – | 0.01% | 534 |
|
|
2022
Q4 | $61.9K | Hold |
10,851
| – | – | 0.01% | 517 |
|
|
2022
Q3 | $60K | Hold |
10,851
| – | – | 0.01% | 481 |
|
|
2022
Q2 | $68K | Sell |
10,851
-15,970
| -60% | -$100K | 0.01% | 544 |
|
|
2022
Q1 | $217K | Buy |
26,821
+15,970
| +147% | +$129K | 0.02% | 365 |
|
|
2021
Q4 | $91K | Buy |
+10,851
| New | +$91K | 0.01% | 398 |
|
|
2019
Q3 | – | Sell |
-7,546
| Closed | -$484 | – | 477 |
|
|
2019
Q2 | $484 | Buy |
+7,546
| New | +$484 | 0.02% | 376 |
|