AWM
AllSquare Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.3K | Buy |
312
+191
| +158% | +$57.1K | 0.05% | 158 |
|
|
2025
Q1 | $37.8K | Hold |
121
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $42.6K | Hold |
121
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $42.8K | Sell |
121
-162
| -57% | -$57.3K | 0.02% | 226 |
|
|
2024
Q2 | $85.9K | Hold |
283
| – | – | 0.05% | 160 |
|
|
2024
Q1 | $98.1K | Hold |
283
| – | – | 0.06% | 150 |
|
|
2023
Q4 | $99.3K | Sell |
283
-1
| -0.4% | -$351 | 0.06% | 144 |
|
|
2023
Q3 | $87.2K | Sell |
284
-18
| -6% | -$5.53K | 0.06% | 150 |
|
|
2023
Q2 | $93.1K | Hold |
302
| – | – | 0.06% | 144 |
|
|
2023
Q1 | $86.3K | Sell |
302
-7
| -2% | -$2K | 0.06% | 155 |
|
|
2022
Q4 | $82.5K | Hold |
309
| – | – | 0.06% | 151 |
|
|
2022
Q3 | $80K | Hold |
309
| – | – | 0.06% | 145 |
|
|
2022
Q2 | $86K | Hold |
309
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $104K | Buy |
309
+30
| +11% | +$10.1K | 0.06% | 144 |
|
|
2021
Q4 | $116K | Sell |
279
-29
| -9% | -$12.1K | 0.07% | 135 |
|
|
2021
Q3 | $99K | Sell |
308
-30
| -9% | -$9.64K | 0.06% | 145 |
|
|
2021
Q2 | $100K | Hold |
338
| – | – | 0.06% | 156 |
|
|
2021
Q1 | $93K | Buy |
338
+6
| +2% | +$1.65K | 0.06% | 156 |
|
|
2020
Q4 | $87K | Hold |
332
| – | – | 0.06% | 151 |
|
|
2020
Q3 | $75K | Hold |
332
| – | – | 0.05% | 150 |
|
|
2020
Q2 | $71K | Hold |
332
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $54K | Hold |
332
| – | – | 0.05% | 152 |
|
|
2019
Q4 | $70K | Sell |
332
-57
| -15% | -$12K | 0.05% | 152 |
|
|
2019
Q3 | $75K | Hold |
389
| – | – | 0.06% | 148 |
|
|
2019
Q2 | $72K | Hold |
389
| – | – | 0.05% | 151 |
|
|
2019
Q1 | $68K | Buy |
389
+268
| +221% | +$46.8K | 0.05% | 152 |
|
|
2018
Q4 | $17K | Hold |
121
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $21K | Hold |
121
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $20K | Buy |
+121
| New | +$20K | 0.02% | 272 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$11K | – | 393 |
|
|
2017
Q4 | $11K | Buy |
+70
| New | +$11K | 0.01% | 276 |
|
|
2017
Q1 | – | Sell |
-201
| Closed | -$24K | – | 365 |
|
|
2016
Q4 | $24K | Buy |
201
+27
| +16% | +$3.22K | 0.02% | 175 |
|
|
2016
Q3 | $21K | Hold |
174
| – | – | 0.02% | 167 |
|
|
2016
Q2 | $20K | Hold |
174
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $20K | Hold |
174
| – | – | 0.02% | 167 |
|
|
2015
Q4 | $18K | Buy |
174
+3
| +2% | +$310 | 0.02% | 176 |
|
|
2015
Q3 | $17K | Buy |
+171
| New | +$17K | 0.02% | 180 |
|