BWL
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Bogart Wealth LLC’s Howard Hughes HHH Stock Holding History

Bogart Wealth LLC’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$506 Buy
8
+4
+100% +$300 ﹤0.01% 1582
2025
Q4 		$319 Hold
4
– – ﹤0.01% 1518
2025
Q3 		$329 Hold
4
– – ﹤0.01% 1464
2025
Q2 		$270 Hold
4
– – ﹤0.01% 1393
2025
Q1 		$296 Hold
4
– – ﹤0.01% 1333
2024
Q4 		$308 Hold
4
– – ﹤0.01% 1297
2024
Q3 		$310 Hold
4
– – ﹤0.01% 1087
2024
Q2 		$259 Hold
4
– – ﹤0.01% 1079
2024
Q1 		$290 Sell
4
-17
-81% -$1.26K ﹤0.01% 1031
2023
Q4 		$1.71K Hold
21
– – ﹤0.01% 908
2023
Q3 		$1.48K Buy
+21
New +$1.58K ﹤0.01% 921

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return