AWM
Aevitas Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.91M | Buy |
7,157
+11
| +0.2% | +$2.94K | 1.13% | 24 |
|
|
2022
Q3 | $1.84M | Buy |
7,146
+10
| +0.1% | +$2.57K | 1.38% | 18 |
|
|
2022
Q2 | $1.98M | Buy |
7,136
+20
| +0.3% | +$5.55K | 1.34% | 20 |
|
|
2022
Q1 | $2.4M | Sell |
7,116
-1,247
| -15% | -$421K | 1.47% | 16 |
|
|
2021
Q4 | $3.47M | Sell |
8,363
-160
| -2% | -$66.3K | 2.07% | 11 |
|
|
2021
Q3 | $2.73M | Buy |
8,523
+11
| +0.1% | +$3.52K | 1.74% | 12 |
|
|
2021
Q2 | $2.51M | Buy |
8,512
+129
| +2% | +$38K | 1.6% | 13 |
|
|
2021
Q1 | $2.32M | Buy |
8,383
+70
| +0.8% | +$19.3K | 1.62% | 13 |
|
|
2020
Q4 | $2.17M | Buy |
8,313
+113
| +1% | +$29.5K | 1.59% | 14 |
|
|
2020
Q3 | $1.88M | Buy |
8,200
+61
| +0.7% | +$14K | 1.55% | 14 |
|
|
2020
Q2 | $1.75M | Buy |
8,139
+2,151
| +36% | +$462K | 1.61% | 13 |
|
|
2020
Q1 | $1.02M | Buy |
+5,988
| New | +$1.02M | 1.14% | 24 |
|
|
2019
Q2 | – | Sell |
-784
| Closed | -$138K | – | 106 |
|
|
2019
Q1 | $138K | Hold |
784
| – | – | 0.12% | 123 |
|
|
2018
Q4 | $111K | Buy |
784
+2
| +0.3% | +$283 | 0.11% | 127 |
|
|
2018
Q3 | $133K | Hold |
782
| – | – | 0.12% | 124 |
|
|
2018
Q2 | $128K | Buy |
782
+2
| +0.3% | +$327 | 0.12% | 125 |
|
|
2018
Q1 | $120K | Sell |
780
-75
| -9% | -$11.5K | 0.12% | 125 |
|
|
2017
Q4 | $131K | Buy |
+855
| New | +$131K | 0.12% | 122 |
|