WealthTrust Asset 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 | $546K | Buy |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $642K | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $579K | Buy |
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|
2021
Q2 | $606K | Buy |
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