CWM
Campbell Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $301K | Sell |
855
-7
| -0.8% | -$2.46K | 0.03% | 69 |
|
|
2024
Q3 | $305K | Buy |
862
+201
| +30% | +$71.1K | 0.03% | 52 |
|
|
2024
Q2 | $201K | Hold |
661
| – | – | 0.06% | 49 |
|
|
2024
Q1 | $229K | Buy |
+661
| New | +$229K | 0.02% | 83 |
|
|
2023
Q4 | – | Sell |
-901
| Closed | -$277K | – | 63 |
|
|
2023
Q3 | $277K | Buy |
901
+175
| +24% | +$53.8K | 0.03% | 55 |
|
|
2023
Q2 | $224K | Hold |
726
| – | – | 0.03% | 65 |
|
|
2023
Q1 | $207K | Sell |
726
-27
| -4% | -$7.7K | 0.03% | 70 |
|
|
2022
Q4 | $201K | Buy |
+753
| New | +$201K | 0.03% | 73 |
|
|
2022
Q3 | – | Sell |
-726
| Closed | -$202K | – | 74 |
|
|
2022
Q2 | $202K | Hold |
726
| – | – | 0.03% | 54 |
|
|
2022
Q1 | $245K | Hold |
726
| – | – | 0.03% | 64 |
|
|
2021
Q4 | $301K | Hold |
726
| – | – | 0.03% | 53 |
|
|
2021
Q3 | $232K | Hold |
726
| – | – | 0.03% | 67 |
|
|
2021
Q2 | $214K | Hold |
726
| – | – | 0.03% | 64 |
|
|
2021
Q1 | $201K | Buy |
+726
| New | +$201K | 0.03% | 69 |
|
|
2020
Q3 | – | Sell |
-726
| Closed | -$156K | – | 65 |
|
|
2020
Q2 | $156K | Buy |
+726
| New | +$156K | 0.03% | 69 |
|