Shakespeare Wealth Management, LLC's ownership history for AAPL

Shakespeare Wealth Management, LLC currently holds 10.2K shares with a market value of $2.8M. It started holding AAPL on 2024-09-30. At its peak, it held 10.2K shares on 2025-12-31. Its highest holding value was $2.8M on 2025-12-31. 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 376. In the recent year, Shakespeare Wealth Management, LLC has increased its shares by 226.