Mark Sheptoff Financial Planning’s Chewy CHWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,350	Closed	-$100K	–	498
2025 Q2	$100K	Buy	+2,350	New	+$93.6K	0.05%	128
2023 Q3	–	Sell	-200	Closed	-$7.89K	–	387
2023 Q2	$7.89K	Hold	200	–	–	﹤0.01%	287
2023 Q1	$7.48K	Hold	200	–	–	﹤0.01%	282
2022 Q4	$7.42K	Hold	200	–	–	﹤0.01%	285
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	278
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	277
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	311
2021 Q4	$12K	Hold	200	–	–	0.01%	297
2021 Q3	$14K	Hold	200	–	–	0.01%	276
2021 Q2	$16K	Hold	200	–	–	0.01%	289
2021 Q1	$17K	Hold	200	–	–	0.01%	245
2020 Q4	$18K	Hold	200	–	–	0.01%	228
2020 Q3	$11K	Hold	200	–	–	0.01%	228
2020 Q2	$9K	Buy	+200	New	+$8.72K	0.01%	265