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Bogart Wealth LLC’s Agilent Technologies A Stock Holding History

Bogart Wealth LLC’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62K Buy
23
+11
+92% +$1.4K ﹤0.01% 1215
2025
Q4 		$1.63K Buy
12
+3
+33% +$431 ﹤0.01% 1215
2025
Q3 		$1.16K Buy
9
+4
+80% +$483 ﹤0.01% 1253
2025
Q2 		$594 Sell
5
-121
-96% -$13.4K ﹤0.01% 1302
2025
Q1 		$14.7K Buy
126
+4
+3% +$539 ﹤0.01% 657
2024
Q4 		$16.4K Hold
122
– – ﹤0.01% 629
2024
Q3 		$18.1K Buy
122
+1
+0.8% +$137 ﹤0.01% 576
2024
Q2 		$15.7K Sell
121
-150
-55% -$21K ﹤0.01% 572
2024
Q1 		$39.5K Sell
271
-24
-8% -$3.29K ﹤0.01% 420
2023
Q4 		$41K Hold
295
– – ﹤0.01% 404
2023
Q3 		$33K Buy
295
+24
+9% +$2.88K ﹤0.01% 403
2023
Q2 		$32.6K Buy
271
+121
+81% +$15.4K ﹤0.01% 387
2023
Q1 		$20.8K Hold
150
– – ﹤0.01% 454
2022
Q4 		$22.4K Hold
150
– – ﹤0.01% 416
2022
Q3 		$18K Hold
150
– – ﹤0.01% 445
2022
Q2 		$18K Hold
150
– – ﹤0.01% 428
2022
Q1 		$20K Buy
+150
New +$20.6K ﹤0.01% 384
2021
Q4 		– Sell
-76
Closed -$12K – 747
2021
Q3 		$12K Hold
76
– – ﹤0.01% 428
2021
Q2 		$11K Hold
76
– – ﹤0.01% 428
2021
Q1 		$10K Buy
+76
New +$9.39K ﹤0.01% 414

Other funds holding A

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return