Wealth Plan Investment Management, LLC Purchases and Sells in Q4 2024

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

Top Buys

Incresed Positions

105 operations
Stock Shares change Price Range Shares Held Trade History
181K
+ 139.99%
$43.02 - $47.32 $7.81M - $8.59M
311K $13.4M
5.04K
+ 1.41%
$221.69 - $259.02 $1.12M - $1.31M
362K $90.6M
236K
+ 64.99%
$28.73 - $30.22 $6.79M - $7.14M
600K $17.7M
15.2K
+ 356.13%
N/A
19.5K $3.54M
47.8K
+ 17.74%
$60.73 - $64.94 $2.91M - $3.11M
317K $19.5M
200
+ 0.19%
$163.08 - $198.16 $32.6K - $39.6K
104K $19.8M
View all

New Holdings

42 operations
Stock Shares change Price Range Shares Held Trade History
175K
New
$47.07 - $48.75 $8.22M - $8.51M
175K $8.35M
170K
New
$38.08 - $39.98 $6.48M - $6.8M
170K $6.68M
156K
New
$41.66 - $43.47 $6.52M - $6.8M
156K $6.67M
156K
New
$31.55 - $32.84 $4.91M - $5.11M
156K $5.04M
76.3K
New
$50.65 - $54.19 $3.86M - $4.13M
76.3K $3.87M
59K
New
$22.4 - $68.28 $1.32M - $4.03M
59K $1.37M
View all

Top Sells

Reduced Positions

98 operations
Stock Shares change Price Range Shares Held Trade History
-5.3K
- 13.6%
$258.78 - $328.31 $1.37M - $1.74M
33.7K $8.77M
-9.84K
- 14.08%
$115.78 - $167.74 $1.14M - $1.65M
60K $7M
-37K
- 55.77%
$78.03 - $82.13 $2.88M - $3.04M
29.3K $2.3M
-4.83K
- 6.2%
$151.29 - $176.1 $731K - $851K
73.1K $11.1M
-3.72K
- 5.24%
$113.11 - $143.63 $421K - $534K
67.2K $7.85M
-4.52K
- 40.54%
$481.22 - $538.17 $2.18M - $2.43M
6.63K $3.39M
View all
Activity Summary
Buys All Purchases 147 New Holdings 42 Increased Positions 105 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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