Planning Directions Inc Purchases and Sells in Q2 2025

Planning Directions Inc

$175 Million
Q2 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOT	620 + 3.35%	$216.28 - $284.39 $134K - $176K	19.1K $5.44M
FLDR	15.8K + 15.89%	$49.82 - $50.25 $786K - $793K	115K $5.76M
IJR	3.08K + 6.25%	$90.56 - $109.49 $278K - $337K	52.3K $5.71M
SHYG	8.28K + 10.94%	$40.82 - $43.14 $338K - $357K	84K $3.62M
VO	234 + 3.05%	$228.54 - $279.83 $53.5K - $65.5K	7.9K $2.21M
AMAT	707 + 27.91%	$126.95 - $183.52 $89.8K - $130K	3.24K $593K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JIRE	12.1K New	$56.88 - $70.77 $690K - $858K	12.1K $858K
WSFS	6.16K New	$45.9 - $55.54 $283K - $342K	6.16K $338K
DELL	2.53K New	$71.63 - $125.98 $181K - $318K	2.53K $309K
VIGI	2.93K New	$75.29 - $91.16 $220K - $267K	2.93K $263K
DGRO	3.26K New	$55.22 - $63.94 $180K - $208K	3.26K $208K

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	-13.4K - 91.94%	$335.24 - $380.78 $4.48M - $5.09M	1.17K $429K
PG	-26.2K - 94.28%	$157.66 - $172.39 $4.14M - $4.53M	1.59K $253K
SPY	-7.12K - 93.28%	$496.48 - $617.85 $3.54M - $4.4M	513 $316K
PEP	-22.3K - 91.53%	$128.02 - $151.37 $2.86M - $3.38M	2.07K $272K
VYM	-15.6K - 90.24%	$114.78 - $133.31 $1.8M - $2.09M	1.69K $225K
VBK	-7.04K - 82.77%	$219.76 - $276.94 $1.55M - $1.95M	1.47K $405K

Activity Summary All Purchases 24 New Holdings 5 Increased Positions 19 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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