Shakespeare Wealth Management, Inc. Purchases and Sells in Q3 2025

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
10.3K
+ 3.93%
$187.97 - $199.47 $1.94M - $2.05M
272K $54.3M
53.8K
+ 7.95%
$45.26 - $46.63 $2.44M - $2.51M
730K $33.8M
5.67K
+ 3.32%
$164.63 - $174.58 $933K - $989K
176K $30.8M
1.94K
+ 1.77%
$195.41 - $212.37 $379K - $412K
112K $23.3M
5.05K
+ 1.61%
$62.79 - $68.42 $317K - $345K
319K $21.7M
4.86K
+ 2.83%
$87.69 - $96.0 $426K - $466K
176K $16.6M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
339K
New
$97.75 - $100.75 $33.1M - $34.1M
339K $33.9M
2K
New
$617.65 - $666.84 $1.23M - $1.33M
2K $1.33M
3.87K
New
$108.97 - $121.65 $421K - $470K
3.87K $466K
485
New
$546.99 - $602.2 $265K - $292K
485 $291K
590
New
$293.94 - $444.72 $173K - $262K
590 $262K
1.04K
New
$214.92 - $244.84 $223K - $254K
1.04K $250K
View all

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-5.73K
- 26.82%
$72.57 - $74.72 $416K - $428K
15.6K $1.16M
-4.87K
- 29.14%
$24.46 - $26.5 $119K - $129K
11.8K $311K
-67
- 4.43%
$327.52 - $435.11 $21.9K - $29.2K
1.45K $475K
-219
- 14.94%
$620.67 - $670.08 $136K - $147K
1.25K $834K
-25
- 0.61%
$82.58 - $105.54 $2.06K - $2.64K
4.08K $340K
-82
- 3.59%
$207.7 - $240.4 $17K - $19.7K
2.2K $463K
View all
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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