Wealth Enhancement Advisory Services
LBTYK icon

Wealth Enhancement Advisory Services’s Liberty Global Class C LBTYK Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$573K Buy
48,184
+13,110
+37% +$150K ﹤0.01% 2210
2025
Q4 		$384K Buy
35,074
+3,184
+10% +$35.4K ﹤0.01% 2700
2025
Q3 		$367K Sell
31,890
-25,884
-45% -$290K ﹤0.01% 2615
2025
Q2 		$590K Buy
57,774
+493
+0.9% +$5.11K ﹤0.01% 2107
2025
Q1 		$686K Sell
57,281
-4,243
-7% -$51K ﹤0.01% 1836
2024
Q4 		$808K Sell
61,524
-1,194
-2% -$20.6K ﹤0.01% 1670
2024
Q3 		$1.36M Buy
62,718
+607
+1% +$12K ﹤0.01% 1245
2024
Q2 		$1.11M Sell
62,111
-25,588
-29% -$446K ﹤0.01% 1232
2024
Q1 		$1.55M Buy
87,699
+365
+0.4% +$7.02K ﹤0.01% 1061
2023
Q4 		$1.63M Sell
87,334
-664
-0.8% -$11.5K ﹤0.01% 970
2023
Q3 		$1.63M Buy
+87,998
New +$1.69M 0.01% 923

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Dimensional Fund Advisors
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AACR
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Dodge & Cox
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return