Montz Harcus Wealth Management LLC Purchases and Sells in Q2 2025

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

Top Buys

Incresed Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
15.6K
+ 3.87%
$58.41 - $72.69 $913K - $1.14M
420K $30.5M
73
+ 0.16%
$496.48 - $617.85 $36.2K - $45.1K
46.7K $28.8M
28.2K
+ 15.17%
$32.66 - $40.75 $920K - $1.15M
214K $8.66M
9.85K
+ 4.6%
$44.89 - $54.38 $442K - $536K
224K $12.2M
2.36K
+ 2.01%
$67.83 - $84.09 $160K - $199K
120K $10M
14.6K
+ 7.18%
$35.35 - $42.68 $515K - $622K
218K $9.27M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
2.99K
New
$71.83 - $95.32 $215K - $285K
2.99K $285K
1.99K
New
$74.01 - $144.25 $147K - $287K
1.99K $271K
4.84K
New
$45.88 - $54.4 $222K - $263K
4.84K $263K
3.86K
New
$55.22 - $63.94 $213K - $246K
3.86K $246K
2.99K
New
$77.74 - $78.78 $233K - $236K
2.99K $235K
2.77K
New
$60.98 - $80.12 $169K - $222K
2.77K $221K
View all

Top Sells

Reduced Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
-81
- 0.23%
$172.42 - $223.89 $14K - $18.1K
35.3K $7.24M
-103
- 0.72%
$99.93 - $119.04 $10.3K - $12.3K
14.3K $1.54M
-122
- 4.17%
$133.73 - $168.51 $16.3K - $20.6K
2.8K $401K
-167
- 8.58%
$335.24 - $380.78 $56K - $63.6K
1.78K $652K
-12
- 0.65%
$285.55 - $321.23 $3.43K - $3.85K
1.83K $534K
-86
- 2.86%
$73.47 - $87.12 $6.32K - $7.49K
2.92K $231K
View all
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email