BTWM
Baker Tilly Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
2,207
+475
| +27% | +$142K | 0.24% | 99 |
|
|
2025
Q1 | $540K | Sell |
1,732
-129
| -7% | -$40.3K | 0.21% | 109 |
|
|
2024
Q4 | $655K | Sell |
1,861
-217
| -10% | -$76.3K | 0.26% | 92 |
|
|
2024
Q3 | $735K | Sell |
2,078
-868
| -29% | -$307K | 0.33% | 78 |
|
|
2024
Q2 | $894K | Sell |
2,946
-7,098
| -71% | -$2.15M | 0.37% | 61 |
|
|
2024
Q1 | $3.48M | Sell |
10,044
-1,148
| -10% | -$398K | 0.63% | 26 |
|
|
2023
Q4 | $3.93M | Sell |
11,192
-725
| -6% | -$254K | 0.64% | 25 |
|
|
2023
Q3 | $3.66M | Sell |
11,917
-3,717
| -24% | -$1.14M | 0.6% | 32 |
|
|
2023
Q2 | $4.82M | Buy |
15,634
+115
| +0.7% | +$35.5K | 0.51% | 40 |
|
|
2023
Q1 | $4.44M | Sell |
15,519
-598
| -4% | -$171K | 0.5% | 43 |
|
|
2022
Q4 | $4.3M | Sell |
16,117
-712
| -4% | -$190K | 0.53% | 49 |
|
|
2022
Q3 | $4.33M | Sell |
16,829
-303
| -2% | -$78K | 0.59% | 32 |
|
|
2022
Q2 | $4.76M | Buy |
17,132
+491
| +3% | +$136K | 0.62% | 33 |
|
|
2022
Q1 | $5.61M | Buy |
16,641
+1,431
| +9% | +$483K | 0.62% | 32 |
|
|
2021
Q4 | $6.31M | Buy |
15,210
+1,856
| +14% | +$769K | 0.68% | 26 |
|
|
2021
Q3 | $4.27M | Sell |
13,354
-665
| -5% | -$213K | 0.56% | 31 |
|
|
2021
Q2 | $4.13M | Buy |
14,019
+1,022
| +8% | +$301K | 0.67% | 28 |
|
|
2021
Q1 | $3.59M | Buy |
12,997
+2,832
| +28% | +$782K | 0.74% | 23 |
|
|
2020
Q4 | $2.66M | Buy |
+10,165
| New | +$2.66M | 0.82% | 23 |
|