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Bogart Wealth LLC’s Live Nation Entertainment LYV Stock Holding History

Bogart Wealth LLC’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.1K Buy
145
+19
+15% +$2.88K ﹤0.01% 698
2025
Q4 		$18K Hold
126
– – ﹤0.01% 710
2025
Q3 		$20.6K Hold
126
– – ﹤0.01% 650
2025
Q2 		$19.1K Hold
126
– – ﹤0.01% 635
2025
Q1 		$16.5K Sell
126
-28
-18% -$3.82K ﹤0.01% 633
2024
Q4 		$19.9K Buy
154
+42
+38% +$5.29K ﹤0.01% 587
2024
Q3 		$12.3K Hold
112
– – ﹤0.01% 648
2024
Q2 		$10.5K Hold
112
– – ﹤0.01% 663
2024
Q1 		$11.8K Hold
112
– – ﹤0.01% 614
2023
Q4 		$10.5K Hold
112
– – ﹤0.01% 611
2023
Q3 		$9.3K Hold
112
– – ﹤0.01% 605
2023
Q2 		$10.2K Hold
112
– – ﹤0.01% 579
2023
Q1 		$7.84K Buy
+112
New +$8.21K ﹤0.01% 636
2022
Q4 		– Hold
0
– – – 1153
2022
Q3 		– Hold
0
– – – 1107

Other funds holding LYV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return