Wealth Plan Investment Management, LLC Purchases and Sells in Q2 2025

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

Top Buys

Incresed Positions

187 operations
Stock Shares change Price Range Shares Held Trade History
69K
+ 62.71%
$94.31 - $157.99 $6.51M - $10.9M
179K $28.3M
25.1K
+ 17.14%
$243.75 - $303.93 $6.11M - $7.62M
171K $52.1M
14.7K
+ 53.84%
$354.56 - $497.45 $5.22M - $7.32M
42.1K $20.9M
182K
+ 1583.18%
$54.33 - $63.56 $9.91M - $11.6M
194K $10.8M
222K
+ 51.86%
$27.3 - $31.8 $6.06M - $7.06M
651K $20.7M
196K
+ 42.32%
$27.22 - $30.05 $5.33M - $5.88M
659K $19.8M
View all

New Holdings

87 operations
Stock Shares change Price Range Shares Held Trade History
237K
New
$45.12 - $46.23 $10.7M - $10.9M
237K $10.9M
146K
New
$58.41 - $72.69 $8.52M - $10.6M
146K $10.6M
234K
New
$33.82 - $37.61 $7.92M - $8.81M
234K $8.81M
38.5K
New
$152.42 - $182.82 $5.87M - $7.04M
38.5K $7.04M
204K
New
$22.27 - $29.21 $4.54M - $5.96M
204K $5.96M
99.6K
New
$43.53 - $54.46 $4.34M - $5.42M
99.6K $5.42M
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-157K
- 84.61%
$39.61 - $47.13 $6.24M - $7.42M
28.6K $1.35M
-17.9K
- 88.56%
$174.64 - $205.16 $3.13M - $3.67M
2.31K $457K
-2.47K
- 91.41%
$721.65 - $1040.18 $1.78M - $2.57M
232 $238K
-20.9K
- 12.26%
$38.81 - $44.28 $811K - $925K
149K $6.34M
-2.51K
- 2.84%
$64.87 - $75.0 $163K - $188K
85.9K $6M
-2.17K
- 29.73%
N/A
5.13K $934K
View all
Activity Summary
Buys All Purchases 274 New Holdings 87 Increased Positions 187 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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