Shakespeare Wealth Management, LLC's ownership history for AAPL

Shakespeare Wealth Management, LLC currently holds 10.0K shares with a market value of $2.6M. It started holding AAPL on 2024-09-30. At its peak, it held 10.1K shares on 2024-09-30. Its highest holding value was $2.6M on 2025-09-30. At its lowest, it held 9.9K shares on 2025-06-30, with a value of $2.0M on 2025-06-30. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 145. In the recent year, Shakespeare Wealth Management, LLC has decreased its shares by 129.