Shakespeare Wealth Management, Inc. Purchases and Sells in Q3 2024

Shakespeare Wealth Management, Inc.

  • $379 Million
  • Q3 2024

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
17.6K
+ 7.63%
$175.0 - $190.72 $3.07M - $3.35M
248K $47.3M
11.9K
+ 7.71%
$149.02 - $167.67 $1.77M - $2M
166K $27.9M
6.96K
+ 7.2%
$305.34 - $350.41 $2.13M - $2.44M
104K $35.8M
6.83K
+ 7.07%
$179.99 - $201.6 $1.23M - $1.38M
103K $20.8M
39K
+ 6.8%
$44.65 - $47.21 $1.74M - $1.84M
613K $28.7M
15.7K
+ 5.64%
$96.25 - $101.98 $1.51M - $1.6M
294K $29.8M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
301K
New
$51.72 - $57.96 $15.6M - $17.5M
301K $17.3M
431K
New
$26.06 - $29.18 $11.2M - $12.6M
431K $12.5M
2.02K
New
$181.06 - $197.17 $365K - $398K
2.02K $397K
3.93K
New
$84.77 - $97.13 $333K - $382K
3.93K $376K
2.98K
New
$72.8 - $85.04 $217K - $254K
2.98K $249K

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-312K
- 85.54%
$52.24 - $58.1 $16.3M - $18.1M
52.7K $3.04M
-192K
- 91.2%
$61.97 - $69.37 $11.9M - $13.3M
18.5K $1.28M
-13K
- 5.18%
$53.64 - $53.64 $696K - $696K
237K $12.7M
-3.22K
- 33.22%
$98.91 - $134.91 $319K - $435K
6.48K $786K
-3.78K
- 14.28%
$71.45 - $75.64 $270K - $286K
22.7K $1.7M
-4.35K
- 30.9%
$27.24 - $30.76 $119K - $134K
9.73K $296K
View all
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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