Mark Sheptoff Financial Planning »

Fidelity Blue Chip Growth shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Blue Chip Growth by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $99k 1.8k 53.65
2025-06-30 $29k 599 48.21
2025-03-31 $33k 830 39.95
2024-12-31 $21k 445 46.22
2024-09-30 $19k 443 42.78
2024-06-30 $76k 1.8k 42.44
2024-03-31 $69k 1.8k 38.47
2023-12-31 $45k 1.3k 33.31
2023-09-30 $39k 1.3k 28.96