Taking Stock

Taking Stock Episode 24 - Tracking Direct Plan Purchases through Computershare


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This week on Taking Stock, Chives was joined by 6days1week to talk about his efforts to track direct plan purchases made through Computershare. Investors have the option to buy directly through the transfer agent and can even set up recurring automatic buys to continue accumulating shares of companies they support.

These purchases are executed in bulk at the market on a predictable schedule, a framework which could result in less than ideal outcomes for investors in terms of shares received per dollar invested. 6Days prepared some screenshots and graphs to assist in the conversation which are linked in the notes below.

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Twitter/X Link:

https://twitter.com/i/spaces/1jMKgmZMVXjJL

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Join the Community:

Join us on Discord - https://mee6.xyz/en/i/vYJSX1ghMl

Join us on Lemmy - https://lemmy.whynotdrs.org/

Visit https://www.drsgme.org and https://www.whydrs.org

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Links and Resources:

AMC Plan Purchase Transaction Numbers

https://pbs.twimg.com/media/GIk2UcrXYAATWd7?format=jpg&name=900x900

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GME Plan Purchase Transaction Numbers

https://pbs.twimg.com/media/GIk2UanXsAAjiVk?format=jpg&name=900x900

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% Fees for Computershare Purchases

https://pbs.twimg.com/media/GIk2UaDXIAAL11v?format=jpg&name=medium

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Example Plan Summary Page

https://pbs.twimg.com/media/GIk2UZVWoAAjz_i?format=jpg&name=large

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Bank Statement showing Transaction Number Information

https://pbs.twimg.com/media/GIk2WNUW8AEvFRY?format=jpg&name=900x900

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Special Thanks to:

Craiyon.com for help with the logo design

Wooch for the intro & outro music

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