Bogart Wealth LLC’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165 | Hold |
1
| – | – | ﹤0.01% | 1410 |
|
|
2025
Q1 | $138 | Sell |
1
-16
| -94% | -$2.21K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $2.68K | Buy |
17
+16
| +1,600% | +$2.53K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $133 | Hold |
1
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $108 | Hold |
1
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q1 | $94 | Hold |
1
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q4 | $102 | Sell |
1
-3
| -75% | -$306 | ﹤0.01% | 1045 |
|
|
2023
Q3 | $318 | Buy |
4
+3
| +300% | +$239 | ﹤0.01% | 1028 |
|
|
2023
Q2 | $70 | Hold |
1
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $72 | Sell |
1
-8
| -89% | -$576 | ﹤0.01% | 1093 |
|
|
2022
Q4 | $663 | Hold |
9
| – | – | ﹤0.01% | 893 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 929 |
|
|
2022
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 856 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 750 |
|
|
2020
Q3 | – | Sell |
-38
| Closed | -$2K | – | 479 |
|
|
2020
Q2 | $2K | Sell |
38
-25
| -40% | -$1.32K | ﹤0.01% | 396 |
|
|
2020
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $3K | Buy |
63
+38
| +152% | +$1.81K | ﹤0.01% | 352 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 322 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 333 |
|
|
2018
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 332 |
|
|
2018
Q1 | $1K | Sell |
25
-4
| -14% | -$160 | ﹤0.01% | 331 |
|
|
2017
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 323 |
|
|
2017
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 314 |
|