Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q1 2025

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025

Top Buys

Incresed Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
1.14K
+ 2.96%
$114.1 - $135.66 $130K - $154K
39.5K $5.24M
20.3K
+ 3375.0%
$33.15 - $38.55 $671K - $781K
20.9K $779K
102
+ 0.33%
$56.12 - $68.15 $5.72K - $6.95K
31.3K $2.12M
1.21K
+ 9.76%
$100.41 - $118.41 $122K - $144K
13.6K $1.61M
1.75K
+ 22.6%
$37.59 - $43.88 $65.8K - $76.8K
9.5K $401K
1.3K
+ 5.69%
$24.39 - $35.22 $31.7K - $45.8K
24.2K $717K
View all

New Holdings

43 operations
Stock Shares change Price Range Shares Held Trade History
4.43K
New
$60.71 - $79.19 $269K - $350K
4.43K $350K
195
New
$783.83 - $1170.39 $153K - $228K
195 $155K
2.4K
New
$17.07 - $23.75 $41K - $57K
2.4K $43K
166
New
$192.82 - $222.1 $32K - $36.9K
166 $32K
2.3K
New
$9.93 - $13.23 $22.8K - $30.4K
2.3K $28K
300
New
$74.7 - $97.7 $22.4K - $29.3K
300 $24K
View all

Top Sells

Reduced Positions

63 operations
Stock Shares change Price Range Shares Held Trade History
-2.09K
- 4.14%
$375.39 - $447.2 $784K - $934K
48.4K $18.2M
-2.99K
- 5.81%
$209.68 - $247.1 $627K - $739K
48.4K $10.8M
-239
- 2.27%
$222.15 - $428.22 $53.1K - $102K
10.3K $2.67M
-25.1K
- 88.07%
$19.1 - $27.39 $479K - $687K
3.4K $77K
-1.8K
- 6.92%
$461.52 - $548.18 $828K - $984K
24.1K $12.6M
-735
- 35.94%
$551.42 - $612.93 $405K - $451K
1.31K $732K
View all
Activity Summary
Buys All Purchases 93 New Holdings 43 Increased Positions 50 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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