Shakespeare Wealth Management, LLC's ownership history for MA

Shakespeare Wealth Management, LLC currently holds 513 shares with a market value of $256.3K. It started holding MA on 2024-09-30. At its peak, it held 513 shares on 2026-03-31. Its highest holding value was $288.9K on 2025-12-31. At its lowest, it held 488 shares on 2024-09-30, with a value of $241.0K on 2024-09-30. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 7. In the recent year, Shakespeare Wealth Management, LLC has increased its shares by 12.