AEPWM
Atlantic Edge Private Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
965
-208
| -18% | -$62.2K | 0.08% | 114 |
|
|
2025
Q1 | $366K | Sell |
1,173
-17
| -1% | -$5.31K | 0.11% | 100 |
|
|
2024
Q4 | $419K | Hold |
1,190
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $421K | Buy |
1,190
+67
| +6% | +$23.7K | 0.13% | 96 |
|
|
2024
Q2 | $341K | Buy |
1,123
+20
| +2% | +$6.07K | 0.11% | 101 |
|
|
2024
Q1 | $382K | Buy |
1,103
+23
| +2% | +$7.97K | 0.13% | 99 |
|
|
2023
Q4 | $379K | Buy |
+1,080
| New | +$379K | 0.15% | 97 |
|