Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q3 2025

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

Top Buys

Incresed Positions

64 operations
Stock Shares change Price Range Shares Held Trade History
50
+ 0.11%
$202.38 - $256.87 $10.1K - $12.8K
46.7K $11.9M
400
+ 1.4%
$43.07 - $91.37 $17.2K - $36.5K
29K $2.65M
327
+ 0.93%
$155.17 - $185.42 $50.7K - $60.6K
35.5K $6.58M
2
+ 0.01%
$184.85 - $231.54 $370 - $463
25.4K $5.89M
1.07K
+ 2.72%
$144.19 - $167.33 $155K - $179K
40.5K $6.78M
1.37K
+ 13.97%
$237.77 - $353.61 $326K - $484K
11.2K $3.86M
View all

New Holdings

43 operations
Stock Shares change Price Range Shares Held Trade History
9.05K
New
$39.68 - $63.21 $359K - $572K
9.05K $487K
5.5K
New
$70.47 - $86.89 $387K - $477K
5.5K $460K
12.7K
New
$30.67 - $32.13 $390K - $408K
12.7K $401K
34.9K
New
$7.95 - $8.31 $278K - $290K
34.9K $289K
3K
New
$30.03 - $77.13 $90.1K - $231K
3K $201K
2.5K
New
$49.19 - $59.19 $123K - $148K
2.5K $136K
View all

Top Sells

Reduced Positions

71 operations
Stock Shares change Price Range Shares Held Trade History
-17.8K
- 60.63%
$50.98 - $67.62 $909K - $1.21M
11.6K $652K
-7.71K
- 24.63%
$60.9 - $70.75 $469K - $545K
23.6K $1.47M
-6.02K
- 97.57%
$82.19 - $93.72 $495K - $564K
150 $13K
-460
- 39.48%
$625.65 - $812.69 $288K - $374K
705 $537K
-1.64K
- 23.03%
$211.65 - $238.24 $346K - $390K
5.46K $1.2M
-880
- 34.52%
$410.74 - $499.21 $361K - $439K
1.67K $833K
View all
Activity Summary
Buys All Purchases 107 New Holdings 43 Increased Positions 64 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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