A detailed history of Wealth Plan Investment Management, LLC transactions in Sharecare, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,177,264 shares of SHCR stock, worth $1.68 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,177,264
Previous 1,177,264 -0.0%
Holding current value
$1.68 Million
Previous $1.59 Million 5.16%
% of portfolio
0.18%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023

BUY
$0.8 - $1.78 $941,811 - $2.1 Million
1,177,264 New
1,177,264 $1.11 Million
Q2 2023

Aug 14, 2023

BUY
$1.36 - $1.75 $1.6 Million - $2.06 Million
1,174,674 Added 1305193.38%
1,174,764 $2.06 Million
Q2 2023

Jul 25, 2023

SELL
$1.36 - $1.75 $1.6 Million - $2.06 Million
-1,177,524 Reduced 99.99%
90 $0
Q1 2023

May 08, 2023

SELL
$1.42 - $2.66 $27,406 - $51,338
-19,300 Reduced 1.61%
1,177,614 $1.67 Million
Q4 2022

Feb 15, 2023

SELL
$1.49 - $2.17 $14,877 - $21,667
-9,985 Reduced 0.83%
1,196,914 $1.92 Million
Q3 2022

Dec 12, 2022

SELL
$0.14 - $2.1 $3,948 - $59,220
-28,200 Reduced 2.28%
1,206,899 $2.46 Million
Q1 2022

Sep 07, 2022

BUY
$2.47 - $4.8 $3.05 Million - $5.93 Million
1,235,099 New
1,235,099 $3.38 Million

Others Institutions Holding SHCR

About Sharecare, Inc.


  • Ticker SHCR
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 352,396,000
  • Market Cap $504M
  • Description
  • Sharecare, Inc. operates as a digital healthcare platform company. Its Sharecare platform connects people, patients, providers, employers, health plans, government organizations, and communities that optimize individual and population-wide well-being. The company offers enterprise solutions based on a software-as-a-service model that allows ente...
More about SHCR
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.