AWM
AE Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
7,097
+2,914
| +70% | +$871K | 0.02% | 525 |
|
|
2025
Q1 | $1.31M | Buy |
4,183
+750
| +22% | +$234K | 0.01% | 652 |
|
|
2024
Q4 | $1.21M | Sell |
3,433
-885
| -20% | -$311K | 0.01% | 662 |
|
|
2024
Q3 | $1.53M | Sell |
4,318
-10,004
| -70% | -$3.54M | 0.01% | 615 |
|
|
2024
Q2 | $4.35M | Sell |
14,322
-6,276
| -30% | -$1.9M | 0.04% | 362 |
|
|
2024
Q1 | $7.14M | Sell |
20,598
-25,415
| -55% | -$8.81M | 0.08% | 253 |
|
|
2023
Q4 | $17.1M | Sell |
46,013
-1,359
| -3% | -$504K | 0.09% | 273 |
|
|
2023
Q3 | $14.5M | Sell |
47,372
-3,568
| -7% | -$1.1M | 0.09% | 279 |
|
|
2023
Q2 | $15.7M | Buy |
50,940
+17,628
| +53% | +$5.44M | 0.09% | 256 |
|
|
2023
Q1 | $9.52M | Buy |
33,312
+9,816
| +42% | +$2.81M | 0.06% | 357 |
|
|
2022
Q4 | $6.27M | Buy |
23,496
+459
| +2% | +$122K | 0.05% | 422 |
|
|
2022
Q3 | $5.93M | Sell |
23,037
-62,462
| -73% | -$16.1M | 0.05% | 391 |
|
|
2022
Q2 | $23.7M | Sell |
85,499
-2,578
| -3% | -$716K | 0.19% | 133 |
|
|
2022
Q1 | $29.7M | Buy |
88,077
+4,515
| +5% | +$1.52M | 0.2% | 106 |
|
|
2021
Q4 | $34.6M | Sell |
83,562
-11,072
| -12% | -$4.59M | 0.24% | 90 |
|
|
2021
Q3 | $30.3M | Sell |
94,634
-256
| -0.3% | -$81.9K | 0.25% | 89 |
|
|
2021
Q2 | $28M | Sell |
94,890
-257
| -0.3% | -$75.8K | 0.24% | 99 |
|
|
2021
Q1 | $26.3M | Buy |
95,147
+2,070
| +2% | +$572K | 0.27% | 90 |
|
|
2020
Q4 | $24.3M | Sell |
93,077
-7,754
| -8% | -$2.03M | 0.28% | 87 |
|
|
2020
Q3 | $22.8M | Sell |
100,831
-16,753
| -14% | -$3.79M | 0.33% | 66 |
|
|
2020
Q2 | $25.2M | Buy |
117,584
+7,944
| +7% | +$1.71M | 0.39% | 50 |
|
|
2020
Q1 | $17.9M | Buy |
109,640
+2,747
| +3% | +$448K | 0.41% | 47 |
|
|
2019
Q4 | $22.5M | Buy |
106,893
+3,090
| +3% | +$651K | 0.49% | 44 |
|
|
2019
Q3 | $20M | Sell |
103,803
-12,617
| -11% | -$2.43M | 0.58% | 36 |
|
|
2019
Q2 | $21.5M | Buy |
116,420
+113,766
| +4,287% | +$21M | 0.65% | 33 |
|
|
2019
Q1 | $467K | Buy |
+2,654
| New | +$467K | 0.03% | 353 |
|
|
2018
Q4 | – | Sell |
-1,277
| Closed | -$217K | – | 473 |
|
|
2018
Q3 | $217K | Buy |
+1,277
| New | +$217K | 0.01% | 536 |
|