Montz Harcus Wealth Management LLC Purchases and Sells in Q4 2024

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
28.6K
+ 204.34%
$78.43 - $87.17 $2.24M - $2.49M
42.5K $3.41M
14.6K
+ 3.8%
$66.77 - $71.52 $974K - $1.04M
398K $27.4M
511
+ 1.09%
$567.81 - $607.81 $290K - $311K
47.3K $27.7M
187
+ 0.85%
$180.88 - $232.93 $33.8K - $43.6K
22.2K $4.86M
10.8K
+ 4.02%
$40.15 - $42.9 $433K - $463K
279K $11.2M
305
+ 3.61%
$205.18 - $250.29 $62.6K - $76.3K
8.76K $2.1M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
3.13K
New
$86.65 - $94.9 $272K - $297K
3.13K $272K
4.61K
New
$57.53 - $60.83 $265K - $280K
4.61K $264K
2.04K
New
$92.39 - $117.6 $188K - $240K
2.04K $226K
703
New
$162.69 - $473.83 $114K - $333K
703 $203K
BLACKROCK INC
202
New
N/A
202 $0

Top Sells

Reduced Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
-1.1K
- 13.0%
$481.22 - $538.17 $530K - $593K
7.37K $3.77M
-6.75K
- 18.83%
$40.67 - $51.55 $275K - $348K
29.1K $1.34M
-1.85K
- 14.18%
$148.14 - $166.23 $274K - $308K
11.2K $1.79M
-253
- 3.07%
$61.74 - $71.71 $15.6K - $18.1K
7.98K $496K
-226
- 7.04%
$96.31 - $114.76 $21.8K - $25.9K
2.98K $296K
-34
- 1.86%
$360.37 - $416.88 $12.3K - $14.2K
1.79K $649K
View all
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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