Wealth Plan Investment Management, LLC PRESIDIO PPTY TR INC Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025
Number of Shares
10,240
Previous 14,914 31.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
N/A
-4,674 Reduced 31.34%
10,240 $0
Q4 2024

Jan 30, 2025
SELL
N/A
-5,248 Reduced 26.03%
14,914 $0
Q3 2024

Nov 05, 2024
BUY
N/A
20,162 New
20,162 $0
Q3 2023

Nov 09, 2023
BUY
N/A
22,367 New
22,367 $0
Q3 2022

Dec 12, 2022
SELL
N/A
-30,600 Reduced 48.13%
32,982 $2,000
Q1 2022

Sep 07, 2022
BUY
N/A
63,582 New
63,582 $12,000
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