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SRWM
Shira Ridge Wealth Management’s
Liberty Global Class C
LBTYK
Stock Holding History
Shira Ridge Wealth Management’s Portfolio
LBTYK Stock Details
LBTYK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-32,657
Closed
-$583K
–
84
2024
Q2
$583K
Hold
32,657
–
–
0.32%
48
2024
Q1
$576K
Hold
32,657
–
–
0.33%
49
2023
Q4
$609K
Hold
32,657
–
–
0.37%
46
2023
Q3
$606K
Hold
32,657
–
–
0.4%
41
2023
Q2
$580K
Hold
32,657
–
–
0.36%
41
2023
Q1
$666K
Hold
32,657
–
–
0.44%
37
2022
Q4
$635K
Buy
+32,657
New
+$618K
0.44%
37
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1-Year Est. Return
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1-Year Est. Return
RCMNY
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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