BWA
BDO Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $927K | Buy |
3,003
+157
| +6% | +$48.4K | 0.11% | 137 |
|
|
2023
Q1 | $813K | Buy |
2,846
+145
| +5% | +$41.4K | 0.1% | 136 |
|
|
2022
Q4 | $721K | Sell |
2,701
-75
| -3% | -$20K | 0.09% | 149 |
|
|
2022
Q3 | $714K | Sell |
2,776
-118
| -4% | -$30.4K | 0.09% | 147 |
|
|
2022
Q2 | $804K | Sell |
2,894
-43
| -1% | -$11.9K | 0.1% | 141 |
|
|
2022
Q1 | $990K | Sell |
2,937
-9
| -0.3% | -$3.03K | 0.11% | 134 |
|
|
2021
Q4 | $1.22M | Sell |
2,946
-80
| -3% | -$33.2K | 0.13% | 124 |
|
|
2021
Q3 | $968K | Buy |
3,026
+113
| +4% | +$36.1K | 0.11% | 134 |
|
|
2021
Q2 | $859K | Buy |
2,913
+97
| +3% | +$28.6K | 0.1% | 146 |
|
|
2021
Q1 | $778K | Buy |
2,816
+316
| +13% | +$87.3K | 0.09% | 151 |
|
|
2020
Q4 | $653K | Buy |
2,500
+48
| +2% | +$12.5K | 0.09% | 132 |
|
|
2020
Q3 | $554K | Sell |
2,452
-38
| -2% | -$8.59K | 0.09% | 127 |
|
|
2020
Q2 | $535K | Buy |
2,490
+119
| +5% | +$25.6K | 0.09% | 123 |
|
|
2020
Q1 | $387K | Buy |
2,371
+200
| +9% | +$32.6K | 0.08% | 139 |
|
|
2019
Q4 | $457K | Sell |
2,171
-45
| -2% | -$9.47K | 0.12% | 118 |
|
|
2019
Q3 | $426K | Buy |
2,216
+170
| +8% | +$32.7K | 0.11% | 127 |
|
|
2019
Q2 | $378K | Buy |
2,046
+90
| +5% | +$16.6K | 0.1% | 125 |
|
|
2019
Q1 | $344K | Buy |
1,956
+575
| +42% | +$101K | 0.1% | 126 |
|
|
2018
Q4 | $195K | Buy |
1,381
+329
| +31% | +$46.5K | 0.07% | 150 |
|
|
2018
Q3 | $179K | Buy |
1,052
+60
| +6% | +$10.2K | 0.06% | 166 |
|
|
2018
Q2 | $162K | Buy |
992
+253
| +34% | +$41.3K | 0.06% | 171 |
|
|
2018
Q1 | $113K | Buy |
739
+379
| +105% | +$58K | 0.04% | 175 |
|
|
2017
Q4 | $55K | Buy |
360
+115
| +47% | +$17.6K | 0.02% | 203 |
|
|
2017
Q3 | $33K | Hold |
245
| – | – | 0.02% | 225 |
|
|
2017
Q2 | $30K | Buy |
+245
| New | +$30K | 0.01% | 269 |
|