Planning Directions Inc Purchases and Sells in Q1 2025

Planning Directions Inc

$232 Million
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	13.1K + 926.41%	$347.25 - $424.87 $4.56M - $5.57M	14.5K $5.33M
PG	26K + 1373.9%	$158.56 - $176.26 $4.12M - $4.57M	27.8K $4.74M
SCHD	119K + 10.24%	$27.01 - $28.54 $3.21M - $3.39M	1.28M $35.8M
SPY	7.01K + 1121.76%	$551.42 - $612.93 $3.87M - $4.3M	7.64K $4.27M
PEP	22.4K + 1095.93%	$142.64 - $156.42 $3.19M - $3.5M	24.4K $3.66M
VYM	15.6K + 903.3%	$126.11 - $135.06 $1.97M - $2.11M	17.3K $2.24M

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	48K New	$117.15 - $158.79 $5.62M - $7.62M	48K $7.62M
QCOM	30.6K New	$151.94 - $175.86 $4.65M - $5.38M	30.6K $4.7M
SHYG	75.7K New	$42.38 - $43.28 $3.21M - $3.28M	75.7K $3.22M
PFE	96.1K New	$25.01 - $27.13 $2.4M - $2.61M	96.1K $2.44M
WPC	37.2K New	$53.5 - $65.05 $1.99M - $2.42M	37.2K $2.35M
FEZ	27.7K New	$47.66 - $57.45 $1.32M - $1.59M	27.7K $1.51M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-56.3K - 22.26%	$76.94 - $78.28 $4.33M - $4.41M	197K $15.4M
IUSG	-3.61K - 16.57%	$126.86 - $146.45 $458K - $529K	18.2K $2.31M
VIG	-3.74K - 5.0%	N/A	71K $12.9M
MGV	-3.51K - 6.95%	$123.61 - $133.01 $434K - $467K	47K $6.05M
VCSH	-3.85K - 5.12%	$77.7 - $78.94 $299K - $304K	71.3K $5.62M
PANW	-576 - 20.98%	$167.82 - $208.28 $96.7K - $120K	2.17K $370K

Activity Summary All Purchases 89 New Holdings 42 Increased Positions 47 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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