AWM
Aries Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
6,148
+92
| +2% | +$27.5K | 0.48% | 51 |
|
|
2025
Q1 | $1.89M | Buy |
6,056
+742
| +14% | +$232K | 0.51% | 52 |
|
|
2024
Q4 | $1.87M | Sell |
5,314
-20
| -0.4% | -$7.04K | 0.51% | 50 |
|
|
2024
Q3 | $1.89M | Buy |
5,334
+1,010
| +23% | +$357K | 0.52% | 53 |
|
|
2024
Q2 | $1.31M | Sell |
4,324
-146
| -3% | -$44.3K | 0.41% | 62 |
|
|
2024
Q1 | $1.55M | Sell |
4,470
-20
| -0.4% | -$6.93K | 0.5% | 53 |
|
|
2023
Q4 | $1.58M | Sell |
4,490
-11
| -0.2% | -$3.86K | 0.56% | 50 |
|
|
2023
Q3 | $1.37M | Buy |
4,501
+213
| +5% | +$65K | 0.54% | 54 |
|
|
2023
Q2 | $1.32M | Buy |
4,288
+33
| +0.8% | +$10.2K | 0.51% | 55 |
|
|
2023
Q1 | $1.22M | Sell |
4,255
-50
| -1% | -$14.3K | 0.5% | 61 |
|
|
2022
Q4 | $1.15M | Sell |
4,305
-25
| -0.6% | -$6.67K | 0.5% | 63 |
|
|
2022
Q3 | $1.23M | Buy |
4,330
+225
| +5% | +$63.9K | 0.54% | 52 |
|
|
2022
Q2 | $1.14M | Buy |
4,105
+2,245
| +121% | +$623K | 0.52% | 52 |
|
|
2022
Q1 | $627K | Sell |
1,860
-2,020
| -52% | -$681K | 0.27% | 49 |
|
|
2021
Q4 | $1.61M | Buy |
3,880
+97
| +3% | +$40.2K | 0.61% | 42 |
|
|
2021
Q3 | $1.21M | Buy |
3,783
+25
| +0.7% | +$8K | 0.51% | 53 |
|
|
2021
Q2 | $1.11M | Buy |
3,758
+74
| +2% | +$21.8K | 0.47% | 58 |
|
|
2021
Q1 | $1.05M | Buy |
3,684
+1,276
| +53% | +$363K | 0.47% | 59 |
|
|
2020
Q4 | $636K | Sell |
2,408
-26
| -1% | -$6.87K | 0.32% | 71 |
|
|
2020
Q3 | $550K | Sell |
2,434
-14
| -0.6% | -$3.16K | 0.31% | 78 |
|
|
2020
Q2 | $526K | Buy |
2,448
+261
| +12% | +$56.1K | 0.32% | 78 |
|
|
2020
Q1 | $342K | Sell |
2,187
-15
| -0.7% | -$2.35K | 0.26% | 87 |
|
|
2019
Q4 | $459K | Hold |
2,202
| – | – | 0.28% | 87 |
|
|
2019
Q3 | $407K | Buy |
2,202
+17
| +0.8% | +$3.14K | 0.27% | 89 |
|
|
2019
Q2 | $418K | Hold |
2,185
| – | – | 0.29% | 89 |
|
|
2019
Q1 | $385K | Buy |
+2,185
| New | +$385K | 0.29% | 85 |
|