Michael A. Dubis Financial Planning, LLC Purchases and Sells in Q1 2025

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
8.94K
+ 4.15%
$57.44 - $59.3 $514K - $530K
225K $13.3M
6.44K
+ 5.25%
$25.54 - $28.79 $164K - $185K
129K $3.61M
3.89K
+ 1.96%
$58.07 - $58.68 $226K - $228K
203K $11.9M
500
+ 1.54%
$47.4 - $52.99 $23.7K - $26.5K
32.9K $1.68M
380
+ 1.75%
$58.01 - $64.46 $22K - $24.5K
22.1K $1.38M
1.01K
+ 5.76%
$48.43 - $49.86 $49K - $50.5K
18.6K $926K
View all

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
414
New
$442.66 - $534.52 $183K - $221K
414 $217K

Top Sells

Reduced Positions

4 operations
Stock Shares change Price Range Shares Held Trade History
-984
- 7.61%
$91.45 - $91.75 $90K - $90.3K
11.9K $1.1M
-1.32K
- 0.92%
$100.34 - $100.68 $133K - $133K
143K $14.4M
-710
- 20.78%
$104.71 - $107.69 $74.3K - $76.5K
2.71K $284K
-170
- 0.92%
$47.59 - $48.33 $8.09K - $8.22K
18.2K $881K
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Michael A. Dubis Financial Planning, LLC Portfolio

Follow Michael A. Dubis 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 Michael A. Dubis Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michael A. Dubis Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email