Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q2 2025

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

Top Buys

Incresed Positions

89 operations
Stock Shares change Price Range Shares Held Trade History
261
+ 0.54%
$354.56 - $497.45 $92.5K - $130K
48.7K $24.2M
545
+ 0.75%
$74.01 - $144.25 $40.3K - $78.6K
73.2K $9.97M
6.46K
+ 62.81%
$221.86 - $362.89 $1.43M - $2.34M
16.7K $5.32M
4.45K
+ 18.43%
$27.82 - $46.45 $124K - $207K
28.6K $1.33M
1.47K
+ 1278.26%
$174.67 - $315.32 $257K - $464K
1.59K $497K
1.22K
+ 20.81%
$167.32 - $223.3 $205K - $273K
7.1K $1.56M
View all

New Holdings

89 operations
Stock Shares change Price Range Shares Held Trade History
613
New
$342.02 - $534.89 $210K - $328K
613 $327K
8.45K
New
$20.03 - $35.81 $169K - $303K
8.45K $282K
1.22K
New
$130.53 - $223.77 $160K - $274K
1.22K $273K
2.35K
New
$31.21 - $48.21 $73.3K - $113K
2.35K $100K
800
New
$99.1 - $99.49 $79.3K - $79.6K
800 $79K
3.35K
New
$12.56 - $21.63 $42.1K - $72.5K
3.35K $70K
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-14.3K
- 59.42%
$274.35 - $599.47 $3.94M - $8.6M
9.8K $3.06M
-1.82K
- 3.76%
$172.42 - $223.89 $314K - $408K
46.6K $9.56M
-7.08K
- 88.85%
$126.09 - $154.15 $892K - $1.09M
888 $135K
-898
- 2.0%
$128.02 - $151.37 $115K - $136K
44K $5.81M
-6.27K
- 45.96%
$94.41 - $118.52 $592K - $743K
7.37K $723K
-10
- 0.04%
$170.16 - $206.27 $1.7K - $2.06K
25.4K $4.72M
View all
Activity Summary
Buys All Purchases 178 New Holdings 89 Increased Positions 89 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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