Mark Sheptoff Financial Planning, LLC Dynatrace, Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$177 Million
Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Dynatrace, Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 950 shares of DT stock, worth $50,701. This represents 0.02% of its overall portfolio holdings.

Number of Shares

950

Previous 950 -0.0%

Holding current value

$50,701

Previous $51,000 13.73%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$43.26 - $48.47 $923,601 - $1.03 Million	-21,350 Reduced 95.74%	950 $42,000
Q1 2024 May 10, 2024	BUY	$45.52 - $60.7 $316,364 - $421,865	6,950 Added 45.28%	22,300 $1.04 Million
Q4 2023 Feb 09, 2024	BUY	$43.77 - $55.85 $242,923 - $309,967	5,550 Added 56.63%	15,350 $839,000
Q3 2023 Nov 09, 2023	SELL	$45.59 - $55.19 $9,665 - $11,700	-212 Reduced 2.12%	9,800 $457,000
Q2 2023 Aug 10, 2023	BUY	$40.84 - $52.8 $8,168 - $10,560	200 Added 2.04%	10,012 $515,000
Q3 2022 Nov 08, 2022	SELL	$33.2 - $43.39 $73,040 - $95,458	-2,200 Reduced 18.32%	9,812 $342,000
Q2 2022 Aug 11, 2022	SELL	$30.11 - $48.55 $3,011 - $4,855	-100 Reduced 0.83%	12,012 $474,000
Q1 2022 May 12, 2022	SELL	$38.66 - $59.3 $23,195 - $35,580	-600 Reduced 4.72%	12,112 $570,000
Q4 2021 Feb 11, 2022	SELL	$56.46 - $78.76 $8,469 - $11,814	-150 Reduced 1.17%	12,712 $767,000
Q3 2021 Nov 10, 2021	BUY	$58.22 - $73.97 $32,719 - $41,571	562 Added 4.57%	12,862 $913,000
Q2 2021 Aug 12, 2021	SELL	$44.52 - $60.61 $293,832 - $400,026	-6,600 Reduced 34.92%	12,300 $719,000
Q1 2021 May 11, 2021	BUY	$39.97 - $56.11 $327,754 - $460,102	8,200 Added 76.64%	18,900 $912,000
Q4 2020 Feb 11, 2021	BUY	$34.36 - $44.51 $46,386 - $60,088	1,350 Added 14.44%	10,700 $463,000
Q3 2020 Nov 12, 2020	SELL	$36.78 - $47.09 $3,678 - $4,709	-100 Reduced 1.06%	9,350 $384,000
Q2 2020 Aug 10, 2020	BUY	$20.65 - $42.66 $20,650 - $42,660	1,000 Added 11.83%	9,450 $384,000
Q1 2020 May 07, 2020	BUY	$19.37 - $36.21 $144,306 - $269,764	7,450 Added 745.0%	8,450 $201,000
Q4 2019 Feb 10, 2020	BUY	$17.25 - $27.02 $17,250 - $27,020	1,000 New	1,000 $25,000

Others Institutions Holding DT

# of Institutions

674

Shares Held

274M

Call Options Held

3.62M

Put Options Held

1.45M

View Full List

About Dynatrace, Inc.

Ticker DT
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 287,340,000
Market Cap $15.3B
Description
Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. It operates Dynatrace, a software intelligence platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, digital experience monitoring, business analytics, and cloud automation. Its pla...

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Mark Sheptoff Financial Planning, LLC Dynatrace, Inc. Transaction History