Shakespeare Wealth Management, Inc. Purchases and Sells in Q4 2024

Shakespeare Wealth Management, Inc.

  • $369 Million
  • Q4 2024

Top Buys

Incresed Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
130
+ 0.95%
$54.98 - $77.35 $7.15K - $10.1K
13.8K $972K
75
+ 1.22%
$205.18 - $250.29 $15.4K - $18.8K
6.21K $1.49M
20
+ 0.02%
$14.18 - $18.2 $284 - $364
105K $1.71M
3.21K
+ 14.17%
$71.75 - $75.11 $231K - $241K
25.9K $1.86M
230
+ 3.55%
$117.0 - $148.88 $26.9K - $34.2K
6.71K $900K
340
+ 19.69%
$161.86 - $196.66 $55K - $66.9K
2.07K $391K
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
4.21K
New
$63.85 - $70.4 $269K - $296K
4.21K $273K
7.4K
New
$21.31 - $35.09 $158K - $260K
7.4K $222K
8.41K
New
$20.64 - $28.14 $174K - $237K
8.41K $200K
4.27K
New
$13.66 - $15.64 $58.4K - $66.8K
4.27K $59K
302
New
$10.06 - $11.26 $3.04K - $3.4K
302 $3K
158
New
$14.68 - $16.32 $2.32K - $2.58K
158 $2K
View all

Top Sells

Reduced Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
-990
- 0.4%
$184.21 - $199.29 $182K - $197K
247K $45.5M
-3.57K
- 2.15%
$160.89 - $176.18 $574K - $629K
163K $26.3M
-2.85K
- 2.75%
$197.36 - $217.3 $562K - $618K
101K $19.9M
-2.99K
- 1.93%
$89.9 - $100.66 $269K - $301K
152K $13.7M
-7.93K
- 15.04%
$52.54 - $57.11 $417K - $453K
44.8K $2.36M
-4.81K
- 25.94%
$62.71 - $68.47 $302K - $329K
13.7K $864K
View all
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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