SHAKESPEARE WEALTH MANAGEMENT, INC. – Apple Inc. Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$1.11M
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
+1.08%
quarter
Apple Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.07% | 241 shares | 25K | $138.2 | 8.09K |
| Q2 2022 | share | Decrease | -3.54% | -288 shares | -359K | $136.72 | 7.85K |
| Q1 2022 | share | Increase | +6.53% | 499 shares | 96K | $174.61 | 8.13K |
| Q4 2021 | share | Decrease | -1.56% | -121 shares | 249K | $178.2 | 7.63K |
| Q3 2021 | share | Increase | +3.37% | 253 shares | 10K | $141.29 | 7.76K |
| Q2 2021 | share | Decrease | -12.76% | -1.09K shares | 46K | $136.56 | 7.50K |
| Q1 2021 | share | Decrease | -3.04% | -270 shares | -127K | $121.58 | 8.60K |
| Q4 2020 | share | Increase | +1.02% | 90 shares | 161K | $131.88 | 8.87K |
| Q3 2020 | share | Increase | +0.93% | 81 shares | 223K | $114.9 | 8.78K |
| Q2 2020 | share | Increase | +0.46% | 40 shares | 243K | $90.32 | 8.70K |
| Q1 2020 | share | Increase | +2.36% | 200 shares | -70K | $62.79 | 8.66K |
| Q4 2019 | share | Decrease | -2.76% | -240 shares | 134K | $72.34 | 8.46K |
| Q3 2019 | share | Increase | +13.93% | 1.06K shares | 109K | $55.01 | 8.70K |
| Q2 2019 | share | Increase | 0.00% | 7.64K shares | 378K | $48.43 | 7.64K |