Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q1 2024

Mark Sheptoff Financial Planning, LLC

  • $179 Million
  • Q1 2024

Top Buys

Incresed Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
9.85K
+ 2188.67%
$153.84 - $169.37 $1.52M - $1.67M
10.3K $1.74M
11.4K
+ 1261.44%
$109.98 - $120.99 $1.26M - $1.38M
12.3K $1.49M
49.4K
+ 225.97%
$15.98 - $26.46 $789K - $1.31M
71.2K $1.64M
21.9K
+ 2731.88%
$51.38 - $59.17 $1.12M - $1.29M
22.7K $1.28M
300
+ 1.08%
$185.19 - $234.79 $55.6K - $70.4K
28.2K $6.53M
3.27K
+ 47.65%
$144.57 - $180.38 $473K - $590K
10.1K $1.83M
View all

New Holdings

33 operations
Stock Shares change Price Range Shares Held Trade History
26.6K
New
$33.85 - $38.26 $900K - $1.02M
26.6K $1M
12.2K
New
$14.38 - $23.41 $175K - $286K
12.2K $283K
9.65K
New
$22.09 - $30.0 $213K - $290K
9.65K $224K
7.6K
New
$15.84 - $33.91 $120K - $258K
7.6K $221K
1.25K
New
$79.5 - $119.25 $99.4K - $149K
1.25K $147K
500
New
$56.76 - $85.09 $28.4K - $42.5K
500 $35K
View all

Top Sells

Reduced Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
-791
- 1.47%
$169.0 - $195.18 $134K - $154K
52.9K $9.06M
-271
- 0.91%
$472.6 - $545.42 $128K - $148K
29.4K $14.5M
-501
- 4.11%
$162.5 - $248.42 $81.4K - $124K
11.7K $2.05M
-3.18K
- 21.03%
$117.14 - $133.62 $373K - $425K
11.9K $1.46M
-10.8K
- 56.32%
$10.07 - $21.1 $109K - $228K
8.38K $91K
-534
- 16.02%
$58.61 - $175.86 $31.3K - $93.9K
2.8K $168K
View all
Activity Summary
Buys All Purchases 90 New Holdings 33 Increased Positions 57 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email