Montz Harcus Wealth Management LLC Purchases and Sells in Q3 2025

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

Top Buys

Incresed Positions

63 operations
Stock Shares change Price Range Shares Held Trade History
2.31K
+ 4.95%
$617.65 - $666.84 $1.43M - $1.54M
49K $32.6M
17.8K
+ 4.24%
$72.65 - $78.68 $1.29M - $1.4M
437K $34.3M
4.42K
+ 1.45%
$42.04 - $45.23 $186K - $200K
309K $14M
5.79K
+ 2.66%
$42.26 - $47.16 $245K - $273K
223K $10.4M
5.61K
+ 2.5%
$54.43 - $58.29 $305K - $327K
230K $13.1M
10.4K
+ 4.85%
$39.8 - $42.86 $413K - $445K
224K $9.6M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
6.16K
New
$57.35 - $85.25 $353K - $525K
6.16K $519K
8.97K
New
$28.92 - $32.19 $259K - $289K
8.97K $286K
2.02K
New
$85.57 - $103.49 $173K - $209K
2.02K $204K
3.65K
New
$52.12 - $55.33 $190K - $202K
3.65K $201K
BLACKROCK INC
180
New
N/A
180 $0

Top Sells

Reduced Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
-646
- 17.94%
$181.56 - $190.33 $117K - $123K
2.95K $560K
-1
- 0.21%
$1147.87 - $1297.18 $1.15K - $1.3K
479 $574K
-228
- 10.92%
$112.25 - $124.0 $25.6K - $28.3K
1.86K $212K
-742
- 12.02%
$55.61 - $57.37 $41.3K - $42.6K
5.43K $310K
-842
- 17.39%
$53.81 - $57.52 $45.3K - $48.4K
4K $230K
-113
- 0.46%
$211.65 - $238.24 $23.9K - $26.9K
24.3K $5.33M
View all
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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