AWM
Atticus Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
506
-154
| -23% | -$46K | 0.04% | 197 |
|
|
2025
Q1 | $206K | Sell |
660
-15
| -2% | -$4.68K | 0.07% | 118 |
|
|
2024
Q4 | $237K | Hold |
675
| – | – | 0.07% | 107 |
|
|
2024
Q3 | $239K | Hold |
675
| – | – | 0.08% | 111 |
|
|
2024
Q2 | $205K | Sell |
675
-82
| -11% | -$24.9K | 0.07% | 111 |
|
|
2024
Q1 | $262K | Sell |
757
-20
| -3% | -$6.93K | 0.09% | 105 |
|
|
2023
Q4 | $273K | Hold |
777
| – | – | 0.1% | 103 |
|
|
2023
Q3 | $239K | Hold |
777
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $240K | Buy |
777
+9
| +1% | +$2.78K | 0.09% | 118 |
|
|
2023
Q1 | $220K | Hold |
768
| – | – | 0.08% | 124 |
|
|
2022
Q4 | $205K | Sell |
768
-23
| -3% | -$6.14K | 0.08% | 125 |
|
|
2022
Q3 | $220K | Hold |
791
| – | – | 0.11% | 111 |
|
|
2022
Q2 | $220K | Buy |
791
+100
| +14% | +$27.8K | 0.09% | 127 |
|
|
2022
Q1 | $233K | Sell |
691
-80
| -10% | -$27K | 0.09% | 133 |
|
|
2021
Q4 | $320K | Buy |
771
+184
| +31% | +$76.4K | 0.12% | 100 |
|
|
2021
Q3 | $188K | Buy |
587
+27
| +5% | +$8.65K | 0.08% | 106 |
|
|
2021
Q2 | $165K | Hold |
560
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $155K | Hold |
560
| – | – | 0.07% | 122 |
|
|
2020
Q4 | $146K | Buy |
560
+10
| +2% | +$2.61K | 0.07% | 126 |
|
|
2020
Q3 | $124K | Buy |
550
+25
| +5% | +$5.64K | 0.07% | 117 |
|
|
2020
Q2 | $113K | Hold |
525
| – | – | 0.07% | 121 |
|
|
2020
Q1 | $86K | Buy |
525
+135
| +35% | +$22.1K | 0.07% | 127 |
|
|
2019
Q4 | $82K | Buy |
+390
| New | +$82K | 0.05% | 144 |
|