SHAKESPEARE WEALTH MANAGEMENT, INC. – Wells Fargo & Company Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$560,000
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, INC. quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.54% | -75 shares | 4K | $40.22 | 13.92K |
| Q2 2022 | share | Increase | +0.54% | 75 shares | -119K | $39.17 | 13.99K |
| Q1 2022 | share | Increase | +1.57% | 215 shares | 17K | $48.46 | 13.92K |
| Q4 2021 | share | Decrease | -1.95% | -272 shares | 1K | $48.1 | 13.70K |
| Q3 2021 | share | Increase | +1.98% | 272 shares | -12K | $46.23 | 13.98K |
| Q2 2021 | share | 0.00% | 0 shares | 133K | $44.92 | 13.70K | |
| Q1 2021 | share | 0.00% | 0 shares | 122K | $38.67 | 13.70K | |
| Q4 2020 | share | Decrease | -42.15% | -9.98K shares | -143K | $29.78 | 13.70K |
| Q3 2020 | share | 0.00% | 0 shares | -50K | $23.09 | 23.69K | |
| Q2 2020 | share | Decrease | -8.41% | -2.17K shares | -136K | $25.04 | 23.69K |
| Q1 2020 | share | Increase | +9.18% | 2.17K shares | -532K | $27.52 | 25.87K |
| Q4 2019 | share | 0.00% | 0 shares | 80K | $51.05 | 23.69K | |
| Q3 2019 | share | Decrease | -7.95% | -2.04K shares | -23K | $47.41 | 23.69K |
| Q2 2019 | share | Increase | 0.00% | 25.74K shares | 1.21M | $43.99 | 25.74K |