AWM
Axxcess Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
19,009
+1,752
| +10% | +$524K | 0.13% | 134 |
|
|
2025
Q1 | $5.38M | Sell |
17,257
-3,563
| -17% | -$1.11M | 0.14% | 126 |
|
|
2024
Q4 | $7.32M | Buy |
20,820
+89
| +0.4% | +$31.3K | 0.18% | 100 |
|
|
2024
Q3 | $7.33M | Buy |
20,731
+593
| +3% | +$210K | 0.18% | 100 |
|
|
2024
Q2 | $6.11M | Buy |
20,138
+439
| +2% | +$133K | 0.16% | 110 |
|
|
2024
Q1 | $6.83M | Sell |
19,699
-1,705
| -8% | -$591K | 0.19% | 97 |
|
|
2023
Q4 | $7.51M | Buy |
21,404
+7,135
| +50% | +$2.5M | 0.22% | 93 |
|
|
2023
Q3 | $4.38M | Buy |
14,269
+8,004
| +128% | +$2.46M | 0.15% | 119 |
|
|
2023
Q2 | $1.93M | Buy |
6,265
+1,839
| +42% | +$567K | 0.14% | 137 |
|
|
2023
Q1 | $1.27M | Sell |
4,426
-316
| -7% | -$90.3K | 0.1% | 193 |
|
|
2022
Q4 | $1.27M | Buy |
4,742
+1,484
| +46% | +$396K | 0.1% | 187 |
|
|
2022
Q3 | $838K | Buy |
3,258
+399
| +14% | +$103K | 0.08% | 212 |
|
|
2022
Q2 | $794K | Buy |
2,859
+444
| +18% | +$123K | 0.07% | 219 |
|
|
2022
Q1 | $815K | Buy |
2,415
+1,012
| +72% | +$342K | 0.06% | 253 |
|
|
2021
Q4 | $582K | Buy |
+1,403
| New | +$582K | 0.04% | 320 |
|