BWM
Birchcreek Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,037
| Closed | -$366K | – | 122 |
|
|
2024
Q3 | $366K | Buy |
1,037
+168
| +19% | +$59.4K | 0.24% | 80 |
|
|
2024
Q2 | $264K | Buy |
869
+112
| +15% | +$34K | 0.15% | 120 |
|
|
2024
Q1 | $262K | Buy |
757
+48
| +7% | +$16.6K | 0.14% | 126 |
|
|
2023
Q4 | $249K | Buy |
709
+6
| +0.9% | +$2.11K | 0.15% | 121 |
|
|
2023
Q3 | $216K | Buy |
703
+17
| +2% | +$5.22K | 0.15% | 127 |
|
|
2023
Q2 | $212K | Buy |
+686
| New | +$212K | 0.15% | 123 |
|