AWM
Austin Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-793
| Closed | -$231K | – | 139 |
|
|
2025
Q1 | $231K | Buy |
793
+118
| +17% | +$34.4K | 0.05% | 119 |
|
|
2024
Q4 | $238K | Sell |
675
-15
| -2% | -$5.29K | 0.05% | 111 |
|
|
2024
Q3 | $249K | Sell |
690
-1
| -0.1% | -$361 | 0.05% | 105 |
|
|
2024
Q2 | $206K | Hold |
691
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $212K | Buy |
+691
| New | +$212K | 0.05% | 108 |
|
|
2023
Q4 | – | Sell |
-941
| Closed | -$314K | – | 117 |
|
|
2023
Q3 | $314K | Buy |
+941
| New | +$314K | 0.1% | 79 |
|