CAWM
Capital Advisors Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-627
| Closed | -$221K | – | 182 |
|
|
2024
Q4 | $221K | Sell |
627
-175
| -22% | -$61.6K | 0.04% | 166 |
|
|
2024
Q3 | $283K | Buy |
+802
| New | +$283K | 0.05% | 133 |
|
|
2024
Q2 | – | Sell |
-627
| Closed | -$217K | – | 161 |
|
|
2024
Q1 | $217K | Sell |
627
-165
| -21% | -$57.2K | 0.05% | 143 |
|
|
2023
Q4 | $278K | Hold |
792
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $243K | Buy |
+792
| New | +$243K | 0.06% | 112 |
|