Montz Harcus Wealth Management LLC Purchases and Sells in Q1 2025

Montz Harcus Wealth Management LLC

  • $181 Million
  • Q1 2025

Top Buys

Incresed Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
84K
+ 288.54%
$42.32 - $52.49 $3.55M - $4.41M
113K $5.07M
14K
+ 13.46%
$69.57 - $78.65 $972K - $1.1M
118K $8.91M
16.5K
+ 9.73%
$33.84 - $37.77 $557K - $622K
186K $6.76M
16.6K
+ 5.94%
$39.4 - $42.61 $653K - $706K
295K $11.9M
1.62K
+ 18.48%
$225.19 - $279.95 $364K - $453K
10.4K $2.54M
3
+ 0.1%
$442.66 - $534.52 $1.33K - $1.6K
2.97K $1.58M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
14.2K
New
$59.61 - $66.71 $845K - $946K
14.2K $857K
30K
New
$11.54 - $11.82 $346K - $355K
30K $349K
7.95K
New
$39.96 - $43.3 $318K - $344K
7.95K $327K
605
New
$461.52 - $548.18 $279K - $332K
605 $316K
3.37K
New
$58.81 - $68.2 $198K - $230K
3.37K $201K

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-727
- 1.54%
$551.42 - $612.93 $401K - $446K
46.6K $26.1M
-824
- 7.35%
$140.44 - $166.79 $116K - $137K
10.4K $1.46M
-48
- 1.8%
$167.43 - $244.7 $8.04K - $11.7K
2.61K $437K
-180
- 11.07%
$167.82 - $208.28 $30.2K - $37.5K
1.45K $246K
-5
- 0.15%
$148.15 - $186.25 $741 - $931
3.39K $578K
-8
- 0.36%
$111.68 - $141.08 $893 - $1.13K
2.21K $257K
View all
Activity Summary
Buys All Purchases 64 New Holdings 5 Increased Positions 59 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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