Montz Harcus Wealth Management’s Gabelli Equity Trust GAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.5K | Buy |
15,896
+403
| +3% | +$2.35K | 0.04% | 84 |
|
|
2025
Q1 | $85.4K | Buy |
15,493
+400
| +3% | +$2.2K | 0.05% | 78 |
|
|
2024
Q4 | $81.2K | Buy |
15,093
+400
| +3% | +$2.15K | 0.05% | 74 |
|
|
2024
Q3 | $80.7K | Buy |
14,693
+386
| +3% | +$2.12K | 0.05% | 75 |
|
|
2024
Q2 | $74.4K | Buy |
14,307
+392
| +3% | +$2.04K | 0.05% | 69 |
|
|
2024
Q1 | $76.8K | Buy |
13,915
+368
| +3% | +$2.03K | 0.05% | 71 |
|
|
2023
Q4 | $68.8K | Buy |
13,547
+379
| +3% | +$1.93K | 0.05% | 55 |
|
|
2023
Q3 | $67.6K | Buy |
13,168
+360
| +3% | +$1.85K | 0.06% | 54 |
|
|
2023
Q2 | $74.3K | Buy |
12,808
+345
| +3% | +$2K | 0.06% | 59 |
|
|
2023
Q1 | $71.5K | Buy |
12,463
+340
| +3% | +$1.95K | 0.07% | 53 |
|
|
2022
Q4 | $66.4K | Buy |
12,123
+329
| +3% | +$1.8K | 0.07% | 53 |
|
|
2022
Q3 | $65K | Buy |
11,794
+293
| +3% | +$1.62K | 0.07% | 49 |
|
|
2022
Q2 | $70K | Buy |
11,501
+283
| +3% | +$1.72K | 0.07% | 52 |
|
|
2022
Q1 | $78K | Buy |
11,218
+233
| +2% | +$1.62K | 0.07% | 53 |
|
|
2021
Q4 | $79K | Buy |
+10,985
| New | +$79K | 0.07% | 56 |
|