BWM
BKM Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
8,535
-218
| -2% | -$65.2K | 1% | 27 |
|
|
2025
Q1 | $2.73M | Buy |
8,753
+697
| +9% | +$217K | 1.12% | 24 |
|
|
2024
Q4 | $2.83M | Buy |
8,056
+220
| +3% | +$77.4K | 1.16% | 21 |
|
|
2024
Q3 | $2.77M | Buy |
7,836
+733
| +10% | +$259K | 1.13% | 21 |
|
|
2024
Q2 | $2.16M | Buy |
7,103
+1,413
| +25% | +$429K | 1.04% | 23 |
|
|
2024
Q1 | $1.97M | Buy |
5,690
+822
| +17% | +$285K | 0.85% | 32 |
|
|
2023
Q4 | $1.71M | Buy |
+4,868
| New | +$1.71M | 0.73% | 31 |
|