Bogart Wealth, LLC Purchases in Q4 2024

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSO
Pearson PLC

Communication Services
101
New
$13.3 - $16.28 $1.34K - $1.64K
101 $1K
PPG
Ppg Industries Inc

Basic Materials
23
+ 15.33%
$119.09 - $131.37 $2.74K - $3.02K
173 $20K
PTEN
Patterson Uti Energy Inc

Energy
212
New
$7.26 - $8.7 $1.54K - $1.84K
212 $1K
IBN
Icici Bank LTD

Financial Services
55
+ 53.92%
$28.69 - $31.9 $1.58K - $1.75K
157 $4K
PATK
Patrick Industries Inc

Consumer Cyclical
20
New
$82.71 - $146.16 $1.65K - $2.92K
20 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
20
New
$74.37 - $82.32 $1.49K - $1.65K
20 $1K
GIB
Cgi Inc

Technology
12
+ 11.21%
$107.0 - $116.25 $1.28K - $1.4K
119 $13K
POST
Post Holdings, Inc.

Consumer Defensive
13
New
$106.14 - $120.72 $1.38K - $1.57K
13 $1K
AROC
Archrock, Inc.

Energy
43
New
$19.92 - $26.66 $857 - $1.15K
43 $1K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
85
New
$17.4 - $22.32 $1.48K - $1.9K
85 $1K
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 2.75%
$70.87 - $83.05 $354 - $415
187 $14K
PGR
Progressive Corp

Financial Services
6
New
$239.6 - $268.88 $1.44K - $1.61K
6 $1K
OZK
Bank Ozk

Financial Services
31
New
$41.39 - $50.55 $1.28K - $1.57K
31 $1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
77
New
$16.43 - $22.77 $1.27K - $1.75K
77 $1K
AXS
Axis Capital Holdings LTD

Financial Services
19
New
$78.26 - $94.05 $1.49K - $1.79K
19 $1K
TMDX
Trans Medics Group, Inc.

Healthcare
18
New
$59.28 - $144.9 $1.07K - $2.61K
18 $1K
ATKR
Atkore Inc.

Industrials
19
New
$82.02 - $104.45 $1.56K - $1.98K
19 $1K
MTN
Vail Resorts Inc

Consumer Cyclical
6
New
$165.69 - $195.44 $994 - $1.17K
6 $1K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
49
New
$23.11 - $25.17 $1.13K - $1.23K
49 $1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
122
+ 14.29%
$63.27 - $70.31 $7.72K - $8.58K
976 $61K
ASH
Ashland Global Holdings Inc

Basic Materials
27
New
$70.93 - $87.79 $1.92K - $2.37K
27 $1K
ARGX
Argenx Se

Healthcare
3
New
$520.52 - $638.33 $1.56K - $1.91K
3 $1K
ANSS
Ansys Inc

Technology
2
+ 11.11%
$313.05 - $361.45 $626 - $723
20 $6K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 25.0%
$262.86 - $294.75 $789 - $884
15 $4K
AMP
Ameriprise Financial Inc

Financial Services
3
New
$473.15 - $574.01 $1.42K - $1.72K
3 $1K
VTRS
Viatris Inc

Healthcare
37
+ 16.09%
$11.32 - $13.37 $419 - $495
267 $3K
ENFR
Alerian Energy Infrastructure

ETFs
1
+ 0.99%
$28.52 - $33.11 $28.5 - $33.1
102 $3K
WCN
Waste Connections, Inc.

Industrials
7
+ 21.88%
$171.06 - $193.25 $1.2K - $1.35K
39 $6K
WSO
Watsco Inc

Industrials
4
+ 8.0%
$466.57 - $568.78 $1.87K - $2.28K
54 $25K
TGLS
Tecnoglass Inc.

Basic Materials
25
New
$68.5 - $85.52 $1.71K - $2.14K
25 $1K
BANR
Banner Corp

Financial Services
21
New
$57.86 - $76.26 $1.22K - $1.6K
21 $1K
PB
Prosperity Bancshares Inc

Financial Services
1
+ 1.08%
$70.04 - $85.07 $70 - $85.1
94 $7K
PTC
Ptc Inc.

Technology
9
New
$175.97 - $201.89 $1.58K - $1.82K
9 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
130
New
$10.4 - $12.75 $1.35K - $1.66K
130 $1K
PSTG
Pure Storage, Inc.

Technology
17
New
$48.19 - $66.6 $819 - $1.13K
17 $1K
KWR
Quaker Chemical Corp

Basic Materials
8
New
$137.52 - $180.36 $1.1K - $1.44K
8 $1K
CAH
Cardinal Health Inc

Healthcare
5
+ 10.87%
$107.89 - $125.33 $539 - $627
51 $6K
CDNS
Cadence Design Systems Inc

Technology
4
New
$249.1 - $324.54 $996 - $1.3K
4 $1K
SBAC
Sba Communications Corp

Real Estate
9
New
$198.24 - $249.31 $1.78K - $2.24K
9 $1K
SCI
Service Corp International

Consumer Cyclical
19
New
$73.36 - $88.6 $1.39K - $1.68K
19 $1K
SIMO
Silicon Motion Technology Corp

Technology
31
New
$51.13 - $61.14 $1.59K - $1.9K
31 $1K
SM
Sm Energy CO

Energy
33
New
$36.59 - $46.03 $1.21K - $1.52K
33 $1K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5
+ 6.49%
$83.95 - $99.75 $420 - $499
82 $7K
TECH
Bio Techne Corp

Healthcare
22
New
$66.37 - $78.17 $1.46K - $1.72K
22 $1K
GLDM
World Gold Trust

ETFs
20
+ 12.99%
$50.76 - $55.23 $1.02K - $1.1K
174 $9K
SPOT
Spotify Technology S.A.

Communication Services
3
New
$362.95 - $502.38 $1.09K - $1.51K
3 $1K
STAG
Stag Industrial, Inc.

Real Estate
50
New
$33.22 - $39.1 $1.66K - $1.96K
50 $1K
STE
Steris PLC

Healthcare
8
New
$204.34 - $235.7 $1.63K - $1.89K
8 $1K
AER
Aer Cap Holdings N.V.

Industrials
14
+ 10.07%
$91.85 - $100.3 $1.29K - $1.4K
153 $14K
Activity Summary
Buys All Purchases 656 New Holdings 255 Increased Positions 401 Sells All Sells 147 Reductions 145 Sold out 2 Options Calls 7 Puts 0
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