Montz Harcus Wealth Management LLC's ownership history for AVGO

Montz Harcus Wealth Management LLC currently holds 2.5K shares with a market value of $829.7K. It started holding AVGO on 2024-09-30. At its peak, it held 2.9K shares on 2024-09-30. Its highest holding value was $829.7K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $437.5K on 2025-03-31. In the recent 180 days, Montz Harcus Wealth Management LLC has decreased its shares by 98. In the recent year, Montz Harcus Wealth Management LLC has decreased its shares by 382.