Bogart Wealth, LLC Asset Management

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$517,000 0.02% of portfolio
3,003
Q2 2024 Reduced 1.18%
$144B
$273,000 0.01% of portfolio
1,851
Q4 2024 Added 3.35%
$0
$125,000 0.01% of portfolio
6,250
Q4 2023 Added 26.26%
$103B
$119,000 0.01% of portfolio
722
Q4 2023 Reduced 5.62%
$0
$102,000 0.0% of portfolio
11,812
Q2 2023 Reduced 1.87%
$0
$101,000 0.0% of portfolio
4,184
Q4 2023 Added 31.41%
$0
$97,000 0.0% of portfolio
4,440
Q4 2024 Added 82.19%
$20.3B
$78,000 0.0% of portfolio
1,546
Q3 2024 Added 0.06%
$0
$61,000 0.0% of portfolio
3,354
Q4 2024 Reduced 59.85%
$0
$48,000 0.0% of portfolio
3,231
Q1 2022 New
$0
$40,000 0.0% of portfolio
865
Q3 2024 New
$0
$35,000 0.0% of portfolio
3,300
Q4 2023 New
$0
$35,000 0.0% of portfolio
1,500
Q2 2021 Reduced 50.0%
$0
$32,000 0.0% of portfolio
3,953
Q2 2023 Reduced 0.73%
$0
$26,000 0.0% of portfolio
2,700
Q1 2022 New
$20.5B
$23,000 0.0% of portfolio
300
Q1 2024 Reduced 2.6%
$0
$22,000 0.0% of portfolio
1,600
Q4 2023 New
$37.3B
$16,000 0.0% of portfolio
166
Q4 2024 Added 1.22%
$0
$14,000 0.0% of portfolio
1,500
Q4 2023 New
$0
$14,000 0.0% of portfolio
1,578
Q4 2023 New
$0
$13,000 0.0% of portfolio
1,198
Q3 2024 Added 399.17%
$4.66B
$12,000 0.0% of portfolio
212
Q4 2024 Added 0.95%
$0
$11,000 0.0% of portfolio
560
Q2 2021 New
$0
$11,000 0.0% of portfolio
1,099
Q3 2024 New
$0
$11,000 0.0% of portfolio
945
Q3 2024 New
$34.1B
$10,000 0.0% of portfolio
57
Q4 2024 Added 26.67%
$0
$10,000 0.0% of portfolio
1,000
Q4 2019 New
$0
$8,000 0.0% of portfolio
769
Q3 2024 New
$0
$8,000 0.0% of portfolio
231
Q3 2017 New
$69.5B
$6,000 0.0% of portfolio
81
Q4 2023 Reduced 64.94%
$0
$6,000 0.0% of portfolio
1,000
Q2 2023 New
$23.4B
$6,000 0.0% of portfolio
60
Q2 2022 New
$4.53B
$5,000 0.0% of portfolio
80
Q4 2024 New
$11.5B
$2,000 0.0% of portfolio
108
Q4 2024 New
$26.4B
$2,000 0.0% of portfolio
24
Q3 2024 Reduced 99.93%
$58B
$1,000 0.0% of portfolio
3
Q4 2024 New
$0
$1,000 0.0% of portfolio
172
Q4 2024 Reduced 7.53%
$0
$1,000 0.0% of portfolio
44
Q2 2021 Reduced 48.24%
$7.18B
$0 0.0% of portfolio
4
Q1 2023 New
$0
$0 0.0% of portfolio
19
Q4 2024 Reduced 24.0%
$0
$0 0.0% of portfolio
0
Q4 2024 Sold Out
$0
$0 0.0% of portfolio
333
Q4 2023 New
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