Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q4 2024

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

Top Buys

Incresed Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
5.11K
+ 47.6%
$174.22 - $187.62 $889K - $958K
15.8K $2.77M
8.4K
+ 27.99%
$114.45 - $127.21 $961K - $1.07M
38.4K $4.44M
4K
+ 22.35%
$117.0 - $148.88 $468K - $596K
21.9K $2.94M
869
+ 15.78%
$180.88 - $232.93 $157K - $202K
6.38K $1.4M
16.5K
+ 137.5%
$19.07 - $26.23 $315K - $433K
28.5K $571K
7.35K
+ 47.42%
$22.72 - $28.29 $167K - $208K
22.9K $602K
View all

New Holdings

27 operations
Stock Shares change Price Range Shares Held Trade History
31.3K
New
$0.74 - $17.08 $23.2K - $535K
31.3K $481K
16.3K
New
$8.22 - $9.44 $134K - $154K
16.3K $143K
350
New
$130.67 - $401.5 $45.7K - $141K
350 $113K
1.45K
New
$31.89 - $37.83 $46.2K - $54.9K
1.45K $52K
3.7K
New
$2.69 - $14.09 $9.95K - $52.1K
3.7K $47K
750
New
$39.21 - $56.92 $29.4K - $42.7K
750 $40K
View all

Top Sells

Reduced Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
-1.98K
- 7.09%
$485.52 - $625.25 $961K - $1.24M
25.9K $13.1M
-622
- 0.33%
$69.77 - $85.43 $43.4K - $53.1K
190K $13.6M
-530
- 1.14%
$151.29 - $176.1 $80.2K - $93.3K
45.9K $6.98M
-175
- 1.56%
$396.64 - $516.74 $69.4K - $90.4K
11.1K $4.46M
-552
- 1.54%
$143.34 - $165.86 $79.1K - $91.6K
35.4K $5.12M
-451
- 15.03%
$479.66 - $614.62 $216K - $277K
2.55K $1.24M
View all
Activity Summary
Buys All Purchases 84 New Holdings 27 Increased Positions 57 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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