Mark Sheptoff Financial Planning’s Alkermes ALKS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.9K	Hold	450	–	–	0.01%	316
2025 Q1	$14.9K	Buy	450 +300	+200%	+$9.91K	0.01%	278
2024 Q4	$4.34K	Hold	150	–	–	﹤0.01%	374
2024 Q3	$4.34K	Hold	150	–	–	﹤0.01%	371
2024 Q2	$4.34K	Hold	150	–	–	﹤0.01%	372
2024 Q1	$4.34K	Hold	150	–	–	﹤0.01%	337
2023 Q4	$4.34K	Hold	150	–	–	﹤0.01%	333
2023 Q3	$4.34K	Hold	150	–	–	﹤0.01%	309
2023 Q2	$4.34K	Hold	150	–	–	﹤0.01%	321
2023 Q1	$4.34K	Hold	150	–	–	﹤0.01%	315
2022 Q4	$4.34K	Hold	150	–	–	﹤0.01%	319
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	301
2022 Q2	$4K	Sell	150 -500	-77%	-$13.3K	﹤0.01%	306
2022 Q1	$17K	Sell	650 -1,000	-61%	-$26.2K	0.01%	252
2021 Q4	$38K	Buy	+1,650	New	+$38K	0.02%	198
2021 Q3	–	Sell	-150	Closed	-$3K	–	391
2021 Q2	$3K	Hold	150	–	–	﹤0.01%	378
2021 Q1	$3K	Sell	150 -150	-50%	-$3K	﹤0.01%	335
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	298
2020 Q3	$5K	Buy	300 +150	+100%	+$2.5K	﹤0.01%	267
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	312
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	305
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	331
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	321
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	307
2019 Q1	$5K	Hold	150	–	–	﹤0.01%	295
2018 Q4	$4K	Hold	150	–	–	﹤0.01%	285
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	316
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	305
2018 Q1	$9K	Hold	150	–	–	0.01%	292
2017 Q4	$8K	Sell	150 -150	-50%	-$8K	0.01%	293
2017 Q3	$15K	Hold	300	–	–	0.01%	256
2017 Q2	$17K	Sell	300 -1	-0.3%	-$57	0.01%	239
2017 Q1	$18K	Buy	301 +1	+0.3%	+$60	0.01%	234
2016 Q4	$17K	Hold	300	–	–	0.01%	230
2016 Q3	$14K	Hold	300	–	–	0.01%	242
2016 Q2	$13K	Hold	300	–	–	0.01%	234
2016 Q1	$10K	Hold	300	–	–	0.01%	248
2015 Q4	$24K	Hold	300	–	–	0.02%	206
2015 Q3	$18K	Hold	300	–	–	0.02%	214
2015 Q2	$19K	Buy	+300	New	+$19K	0.02%	229