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BWL
Bogart Wealth LLC’s
NeoGenomics
NEO
Stock Holding History
Bogart Wealth LLC’s Portfolio
NEO Stock Details
NEO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-80
Closed
-$759
–
1516
2025
Q1
$759
Sell
80
-107
-57%
-$1.34K
﹤0.01%
1213
2024
Q4
$3.08K
Hold
187
–
–
﹤0.01%
1010
2024
Q3
$2.76K
Hold
187
–
–
﹤0.01%
924
2024
Q2
$2.59K
Hold
187
–
–
﹤0.01%
892
2024
Q1
$2.94K
Hold
187
–
–
﹤0.01%
856
2023
Q4
$3.03K
Hold
187
–
–
﹤0.01%
839
2023
Q3
$2.3K
Hold
187
–
–
﹤0.01%
863
2023
Q2
$3K
Hold
187
–
–
﹤0.01%
823
2023
Q1
$3.26K
Buy
+187
New
+$2.66K
﹤0.01%
816
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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