AOWM
Alpha Omega Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
5,812
+77
| +1% | +$23K | 0.31% | 86 |
|
|
2025
Q1 | $1.79M | Sell |
5,735
-87
| -1% | -$27.1K | 0.34% | 85 |
|
|
2024
Q4 | $2.05M | Sell |
5,822
-22
| -0.4% | -$7.74K | 0.39% | 80 |
|
|
2024
Q3 | $2.07M | Sell |
5,844
-52
| -0.9% | -$18.4K | 0.38% | 83 |
|
|
2024
Q2 | $1.79M | Buy |
5,896
+76
| +1% | +$23.1K | 0.34% | 87 |
|
|
2024
Q1 | $2.02M | Sell |
5,820
-86
| -1% | -$29.8K | 0.37% | 82 |
|
|
2023
Q4 | $2.07M | Sell |
5,906
-12
| -0.2% | -$4.21K | 0.34% | 80 |
|
|
2023
Q3 | $1.82M | Sell |
5,918
-93
| -2% | -$28.6K | 0.31% | 83 |
|
|
2023
Q2 | $1.85M | Sell |
6,011
-107
| -2% | -$33K | 0.31% | 86 |
|
|
2023
Q1 | $1.75M | Sell |
6,118
-12
| -0.2% | -$3.43K | 0.3% | 87 |
|
|
2022
Q4 | $1.64M | Sell |
6,130
-168
| -3% | -$44.8K | 0.29% | 89 |
|
|
2022
Q3 | $1.62M | Sell |
6,298
-61
| -1% | -$15.7K | 0.31% | 86 |
|
|
2022
Q2 | $1.77M | Sell |
6,359
-11
| -0.2% | -$3.06K | 0.32% | 80 |
|
|
2022
Q1 | $2.15M | Sell |
6,370
-3,868
| -38% | -$1.3M | 0.34% | 81 |
|
|
2021
Q4 | $3.7M | Sell |
10,238
-129
| -1% | -$46.6K | 0.57% | 53 |
|
|
2021
Q3 | $3.32M | Sell |
10,367
-188
| -2% | -$60.2K | 0.54% | 53 |
|
|
2021
Q2 | $3.11M | Sell |
10,555
-2,257
| -18% | -$665K | 0.51% | 56 |
|
|
2021
Q1 | $3.54M | Sell |
12,812
-32
| -0.2% | -$8.84K | 0.62% | 47 |
|
|
2020
Q4 | $3.36M | Sell |
12,844
-142
| -1% | -$37.1K | 0.57% | 45 |
|
|
2020
Q3 | $2.94M | Sell |
12,986
-193
| -1% | -$43.6K | 0.41% | 48 |
|
|
2020
Q2 | $2.83M | Sell |
13,179
-420
| -3% | -$90.2K | 0.43% | 47 |
|
|
2020
Q1 | $2.22M | Sell |
13,599
-13,458
| -50% | -$2.2M | 0.41% | 54 |
|
|
2019
Q4 | $5.7M | Buy |
27,057
+46
| +0.2% | +$9.69K | 0.91% | 14 |
|
|
2019
Q3 | $5.12M | Buy |
27,011
+7,293
| +37% | +$1.38M | 0.83% | 17 |
|
|
2019
Q2 | $3.64M | Sell |
19,718
-180
| -0.9% | -$33.3K | 1.55% | 19 |
|
|
2019
Q1 | $3.5M | Sell |
19,898
-1,425
| -7% | -$251K | 1.57% | 18 |
|
|
2018
Q4 | $3.01M | Sell |
21,323
-175
| -0.8% | -$24.7K | 1.51% | 20 |
|
|
2018
Q3 | $3.66M | Sell |
21,498
-33
| -0.2% | -$5.62K | 1.64% | 26 |
|
|
2018
Q2 | $3.52M | Buy |
21,531
+460
| +2% | +$75.2K | 1.73% | 18 |
|
|
2018
Q1 | $3.23M | Sell |
21,071
-4,371
| -17% | -$671K | 1.62% | 23 |
|
|
2017
Q4 | $3.9M | Sell |
25,442
-537
| -2% | -$82.2K | 1.91% | 13 |
|
|
2017
Q3 | $3.51M | Buy |
25,979
+286
| +1% | +$38.6K | 1.75% | 16 |
|
|
2017
Q2 | $3.18M | Buy |
25,693
+366
| +1% | +$45.3K | 1.63% | 20 |
|
|
2017
Q1 | $3.04M | Sell |
25,327
-1,469
| -5% | -$176K | 1.62% | 18 |
|
|
2016
Q4 | $3.14M | Buy |
26,796
+50
| +0.2% | +$5.86K | 1.66% | 14 |
|
|
2016
Q3 | $3.27M | Buy |
26,746
+215
| +0.8% | +$26.3K | 2.6% | 6 |
|
|
2016
Q2 | $3.01M | Sell |
26,531
-165
| -0.6% | -$18.7K | 2.54% | 9 |
|
|
2016
Q1 | $3.08M | Sell |
26,696
-1,024
| -4% | -$118K | 2.57% | 5 |
|
|
2015
Q4 | $2.9M | Buy |
+27,720
| New | +$2.9M | 2.54% | 6 |
|