BWP
Baldwin Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
64,768
-294
| -0.5% | -$87.9K | 1.31% | 21 |
|
|
2025
Q1 | $20.3M | Buy |
65,062
+1,633
| +3% | +$510K | 1.42% | 20 |
|
|
2024
Q4 | $22.3M | Buy |
63,429
+3,883
| +7% | +$1.37M | 1.54% | 18 |
|
|
2024
Q3 | $21M | Buy |
59,546
+2,693
| +5% | +$952K | 1.43% | 19 |
|
|
2024
Q2 | $17.2M | Sell |
56,853
-3,567
| -6% | -$1.08M | 1.34% | 22 |
|
|
2024
Q1 | $20.9M | Sell |
60,420
-1,710
| -3% | -$593K | 1.58% | 17 |
|
|
2023
Q4 | $21.8M | Buy |
62,130
+245
| +0.4% | +$86K | 1.71% | 15 |
|
|
2023
Q3 | $19M | Sell |
61,885
-1,095
| -2% | -$336K | 1.64% | 18 |
|
|
2023
Q2 | $19.4M | Buy |
62,980
+74
| +0.1% | +$22.8K | 1.59% | 15 |
|
|
2023
Q1 | $18M | Sell |
62,906
-296
| -0.5% | -$84.6K | 1.57% | 16 |
|
|
2022
Q4 | $16.9M | Sell |
63,202
-638
| -1% | -$170K | 1.53% | 17 |
|
|
2022
Q3 | $16.4M | Sell |
63,840
-246
| -0.4% | -$63.3K | 2.27% | 12 |
|
|
2022
Q2 | $17.8M | Buy |
64,086
+48
| +0.1% | +$13.3K | 2.31% | 10 |
|
|
2022
Q1 | $21.6M | Buy |
64,038
+1,230
| +2% | +$415K | 2.29% | 10 |
|
|
2021
Q4 | $26M | Buy |
62,808
+1,052
| +2% | +$436K | 2.6% | 9 |
|
|
2021
Q3 | $19.8M | Sell |
61,756
-1,690
| -3% | -$541K | 2.19% | 11 |
|
|
2021
Q2 | $18.7M | Buy |
63,446
+1,126
| +2% | +$332K | 2.04% | 12 |
|
|
2021
Q1 | $17.2M | Buy |
62,320
+2,509
| +4% | +$693K | 2.04% | 13 |
|
|
2020
Q4 | $15.6M | Buy |
59,811
+1,510
| +3% | +$394K | 1.96% | 14 |
|
|
2020
Q3 | $13.2M | Sell |
58,301
-666
| -1% | -$151K | 1.8% | 18 |
|
|
2020
Q2 | $12.7M | Buy |
58,967
+595
| +1% | +$128K | 1.86% | 17 |
|
|
2020
Q1 | $9.53M | Buy |
58,372
+4,505
| +8% | +$736K | 1.67% | 20 |
|
|
2019
Q4 | $11.3M | Buy |
53,867
+194
| +0.4% | +$40.9K | 1.59% | 23 |
|
|
2019
Q3 | $10.3M | Buy |
53,673
+6,176
| +13% | +$1.19M | 1.55% | 26 |
|
|
2019
Q2 | $8.78M | Buy |
47,497
+150
| +0.3% | +$27.7K | 1.29% | 28 |
|
|
2019
Q1 | $8.33M | Buy |
47,347
+2,624
| +6% | +$462K | 1.24% | 30 |
|
|
2018
Q4 | $6.31M | Buy |
44,723
+32,447
| +264% | +$4.58M | 1.06% | 30 |
|
|
2018
Q3 | $2.09M | Buy |
12,276
+1,781
| +17% | +$303K | 0.29% | 59 |
|
|
2018
Q2 | $1.72M | Hold |
10,495
| – | – | 0.27% | 64 |
|
|
2018
Q1 | $1.61M | Sell |
10,495
-997
| -9% | -$153K | 0.26% | 63 |
|
|
2017
Q4 | $1.76M | Hold |
11,492
| – | – | 0.27% | 64 |
|
|
2017
Q3 | $1.55M | Sell |
11,492
-9
| -0.1% | -$1.22K | 0.25% | 65 |
|
|
2017
Q2 | $1.42M | Hold |
11,501
| – | – | 0.23% | 68 |
|
|
2017
Q1 | $1.38M | Sell |
11,501
-163
| -1% | -$19.5K | 0.23% | 74 |
|
|
2016
Q4 | $1.37M | Hold |
11,664
| – | – | 0.25% | 63 |
|
|
2016
Q3 | $1.43M | Sell |
11,664
-412
| -3% | -$50.3K | 0.26% | 62 |
|
|
2016
Q2 | $1.37M | Buy |
12,076
+191
| +2% | +$21.6K | 0.28% | 61 |
|
|
2016
Q1 | $1.37M | Buy |
11,885
+1,875
| +19% | +$216K | 0.25% | 85 |
|
|
2015
Q4 | $1.05M | Buy |
10,010
+75
| +0.8% | +$7.84K | 0.17% | 122 |
|
|
2015
Q3 | $976K | Hold |
9,935
| – | – | 0.16% | 124 |
|
|
2015
Q2 | $962K | Hold |
9,935
| – | – | 0.14% | 129 |
|
|
2015
Q1 | $931K | Hold |
9,935
| – | – | 0.14% | 133 |
|
|
2014
Q4 | $887K | Hold |
9,935
| – | – | 0.13% | 142 |
|
|
2014
Q3 | $808K | Hold |
9,935
| – | – | 0.11% | 149 |
|
|
2014
Q2 | $803K | Hold |
9,935
| – | – | 0.12% | 151 |
|
|
2014
Q1 | $792K | Buy |
9,935
+150
| +2% | +$12K | 0.13% | 149 |
|
|
2013
Q4 | $805K | Buy |
9,785
+200
| +2% | +$16.5K | 0.13% | 150 |
|
|
2013
Q3 | $706K | Buy |
9,585
+250
| +3% | +$18.4K | 0.13% | 140 |
|
|
2013
Q2 | $672K | Buy |
+9,335
| New | +$672K | 0.13% | 132 |
|