Bogart Wealth, LLC Asset Management

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$459,000 0.02% of portfolio
3,003
Q2 2024 Reduced 1.18%
$127B
$233,000 0.01% of portfolio
1,791
Q3 2024 Added 0.11%
$0
$169,000 0.01% of portfolio
8,354
Q2 2024 Added 149.08%
$0
$123,000 0.01% of portfolio
6,250
Q4 2023 Added 26.26%
$0
$102,000 0.0% of portfolio
4,184
Q4 2023 Added 31.41%
$0
$97,000 0.0% of portfolio
11,812
Q2 2023 Reduced 1.87%
$103B
$90,000 0.0% of portfolio
722
Q4 2023 Reduced 5.62%
$18.1B
$66,000 0.0% of portfolio
1,546
Q3 2024 Added 0.06%
$0
$51,000 0.0% of portfolio
2,437
Q3 2024 Reduced 1.89%
$0
$47,000 0.0% of portfolio
3,231
Q1 2022 New
$0
$37,000 0.0% of portfolio
3,300
Q4 2023 New
$0
$36,000 0.0% of portfolio
865
Q3 2024 New
$0
$36,000 0.0% of portfolio
1,500
Q2 2021 Reduced 50.0%
$0
$34,000 0.0% of portfolio
3,953
Q2 2023 Reduced 0.73%
$0
$26,000 0.0% of portfolio
2,700
Q1 2022 New
$0
$25,000 0.0% of portfolio
2,000
Q2 2024 New
$0
$23,000 0.0% of portfolio
1,618
Q1 2022 New
$0
$23,000 0.0% of portfolio
1,600
Q4 2023 New
$0
$15,000 0.0% of portfolio
1,500
Q4 2023 New
$0
$14,000 0.0% of portfolio
1,198
Q3 2024 Added 399.17%
$36B
$14,000 0.0% of portfolio
164
Q3 2024 Added 0.61%
$0
$13,000 0.0% of portfolio
560
Q2 2021 New
$0
$13,000 0.0% of portfolio
1,578
Q4 2023 New
$0
$11,000 0.0% of portfolio
1,000
Q4 2019 New
$0
$11,000 0.0% of portfolio
1,099
Q3 2024 New
$0
$11,000 0.0% of portfolio
945
Q3 2024 New
$4.24B
$10,000 0.0% of portfolio
210
Q3 2024 Added 0.48%
$0
$9,000 0.0% of portfolio
769
Q3 2024 New
$30.3B
$7,000 0.0% of portfolio
45
Q2 2024 New
$0
$7,000 0.0% of portfolio
231
Q3 2017 New
$0
$7,000 0.0% of portfolio
1,000
Q2 2023 New
$62.7B
$5,000 0.0% of portfolio
81
Q4 2023 Reduced 64.94%
$21.4B
$5,000 0.0% of portfolio
60
Q2 2022 New
$26.2B
$2,000 0.0% of portfolio
24
Q3 2024 Reduced 99.93%
$0
$1,000 0.0% of portfolio
25
Q3 2024 Reduced 24.24%
$0
$1,000 0.0% of portfolio
186
Q3 2024 Reduced 7.92%
$0
$1,000 0.0% of portfolio
100
Q3 2024 New
$0
$1,000 0.0% of portfolio
44
Q2 2021 Reduced 48.24%
$6.98B
$0 0.0% of portfolio
4
Q1 2023 New
$0
$0 0.0% of portfolio
0
Q3 2024 New
$0
$0 0.0% of portfolio
333
Q4 2023 New
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