AWA
Aletheian Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+699
| New | +$209K | 0.1% | 96 |
|
|
2025
Q1 | – | Sell |
-665
| Closed | -$234K | – | 96 |
|
|
2024
Q4 | $234K | Sell |
665
-21
| -3% | -$7.39K | 0.14% | 71 |
|
|
2024
Q3 | $242K | Sell |
686
-57
| -8% | -$20.1K | 0.14% | 71 |
|
|
2024
Q2 | $225K | Buy |
743
+108
| +17% | +$32.8K | 0.12% | 79 |
|
|
2024
Q1 | $220K | Buy |
+635
| New | +$220K | 0.12% | 77 |
|