Institutions / Retirement Planning Group, LLC / Ny / Activity
Activity — Retirement Planning Group, LLC / Ny
108 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $158.5K | +665 +23.13% | 3,540 0.46% of portfolio | low |
| Q2 2026 as of | Add | 19762B202 Common stock | $146.1K | +3K +22.32% | 15,134 0.44% of portfolio | low |
| Q2 2026 as of | Trim | 92206C730 Common stock | $-139.9K | -413 -5.24% | 7,470 1.38% of portfolio | low |
| Q2 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-125.9K | -303 -18.23% | 1,359 0.31% of portfolio | low |
| Q2 2026 as of | Trim | 46435G250 Common stock | $-117.3K | -3K -4.49% | 53,381 1.36% of portfolio | low |
| Q2 2026 as of | Trim | 46434G848 Common stock | $-111.0K | -2K -12.46% | 13,417 0.43% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $109.2K | +159 +10.36% | 1,694 0.63% of portfolio | low |
| Q2 2026 as of | Trim | 46137V431 Common stock | $-108.4K | -886 -10.83% | 7,294 0.49% of portfolio | low |
| Q2 2026 as of | Add | GE Vernova Inc. Common stock | $103.4K | +88 +3.02% | 3,006 1.93% of portfolio | low |
| Q2 2026 as of | Add | 37954Y673 Common stock | $87.8K | +1K +1.25% | 120,474 3.87% of portfolio | low |
| Q2 2026 as of | Trim | EFT Eaton Vance Floating-Rate Income Trust Closed-End Fund | $-84.8K | -8K -30.05% | 18,281 0.11% of portfolio | low |
| Q2 2026 as of | Trim | Marvell Technology, Inc. Common stock | $-83.4K | -280 -7.43% | 3,491 0.57% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-74.3K | -201 -17.19% | 968 0.20% of portfolio | low |
| Q2 2026 as of | Add | 37954Y483 Common stock | $70.9K | +4K +1.42% | 275,764 2.77% of portfolio | low |
| Q2 2026 as of | Add | 808524409 Common stock | $56.1K | +2K +7.65% | 22,683 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 316092808 Common stock | $-55.1K | -193 -5.95% | 3,052 0.47% of portfolio | low |
| Q2 2026 as of | Trim | 464287812 Common stock | $-54.0K | -743 -11.58% | 5,676 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y605 Common stock | $-53.6K | -999 -1.29% | 76,391 2.23% of portfolio | low |
| Q2 2026 as of | Add | Lam Research Corp Common stock | $45.5K | +105 +4.95% | 2,225 0.53% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-45.4K | -207 -2.42% | 8,343 1.00% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $44.5K | +79 +18.16% | 514 0.16% of portfolio | low |
| Q2 2026 as of | Trim | 092528843 Common stock | $-40.4K | -811 -14.42% | 4,815 0.13% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $38.1K | +108 +3.26% | 3,416 0.66% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $37.6K | +115 +5.07% | 2,385 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 46138G615 Common stock | $-35.4K | -316 -7.21% | 4,064 0.25% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $30.6K | +270 +4.62% | 6,108 0.38% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $26.7K | +99 +13.83% | 815 0.12% of portfolio | low |
| Q2 2026 as of | Add | Trustco Bank Corp N Y Common stock | $26.4K | +478 +9.49% | 5,516 0.17% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $26.1K | +93 +7.51% | 1,331 0.20% of portfolio | low |
| Q2 2026 as of | Trim | Merck & Co., Inc. Common stock | $-25.4K | -196 -4.76% | 3,918 0.28% of portfolio | low |
| Q2 2026 as of | Trim | 46138G664 Common stock | $-24.5K | -412 -3.45% | 11,530 0.37% of portfolio | low |
| Q2 2026 as of | Add | General Electric Co Common stock | $22.8K | +61 +0.54% | 11,447 2.33% of portfolio | low |
| Q2 2026 as of | Add | Verizon Communications Inc Common stock | $18.5K | +436 +3.00% | 14,967 0.35% of portfolio | low |
| Q2 2026 as of | Add | Altria Group, Inc. Common stock | $18.2K | +249 +6.90% | 3,858 0.15% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $17.4K | +127 +1.07% | 12,019 0.90% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $13.0K | +111 +5.64% | 2,078 0.13% of portfolio | low |
| Q2 2026 as of | Add | 37950E291 Common stock | $11.7K | +616 +3.39% | 18,761 0.19% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $10.9K | +26 +3.78% | 713 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-10.6K | -31 -2.44% | 1,237 0.23% of portfolio | low |
| Q2 2026 as of | Add | Deere & Co Common stock | $10.2K | +16 +1.81% | 902 0.31% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $7.3K | +216 +0.70% | 30,952 0.57% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $7.3K | +44 +1.92% | 2,339 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 00214Q104 Common stock | $-7.2K | -89 -2.28% | 3,823 0.17% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $6.6K | +45 +3.10% | 1,495 0.12% of portfolio | low |
| Q2 2026 as of | Add | Plug Power Inc Common stock | $6.3K | +2K +14.01% | 18,912 0.03% of portfolio | low |
| Q2 2026 as of | Add | AT&T Inc. Common stock | $4.1K | +197 +0.74% | 26,988 0.30% of portfolio | low |
| Q2 2026 as of | Add | Elevance Health Inc Common stock | $3.9K | +10 +1.13% | 892 0.19% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $2.4K | +2 +0.25% | 799 0.52% of portfolio | low |
| Q2 2026 as of | Add | 46137V233 Common stock | $2.3K | +37 +0.38% | 9,819 0.33% of portfolio | low |
| Q2 2026 as of | Add | 69374H881 Common stock | $2.0K | +32 +0.70% | 4,604 0.16% of portfolio | low |