Shakespeare Wealth Management, Inc. Raytheon Technologies Co Transaction History

Shakespeare Wealth Management, Inc.

  • $371 Million
  • Q1 2025
Number of Shares
7,823
Previous 8,309 5.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-486 Reduced 5.85%
7,823 $0
Q4 2024

Feb 13, 2025
BUY
N/A
5 Added 0.06%
8,309 $0
Q3 2024

Nov 14, 2024
BUY
N/A
18 Added 0.22%
8,304 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-21 Reduced 0.25%
8,286 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-76 Reduced 0.91%
8,307 $0
Q3 2023

Nov 13, 2023
BUY
N/A
11 Added 0.13%
8,383 $0
Q4 2022

Feb 13, 2023
BUY
N/A
1 Added 0.01%
8,372 $0
Q3 2022

Nov 14, 2022
BUY
N/A
8,371 New
8,371 $685,000
Track This Portfolio

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email