BWL
INFA

Bogart Wealth LLC’s Informatica INFA Stock Holding History

Bogart Wealth LLC’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$745 – 1633
2025
Q3 		$745 Hold
30
– – ﹤0.01% 1330
2025
Q2 		$731 Buy
+30
New +$619 ﹤0.01% 1261

Other funds holding INFA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bogart Wealth LLC's INFA Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Informatica (INFA) in Q4 2025, closing a stake of 30 shares — an estimated $745 sold.

Bogart Wealth LLC first reported a position in INFA in Q2 2025 and held it in 2 quarters. The position peaked at $745 in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 30 Informatica shares in Q4 2025, an estimated $745.
  • Bogart Wealth LLC first reported a position in Informatica in Q2 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Informatica position peaked at $745 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.