CWC
Carolinas Wealth Consulting’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,282
| Closed | -$712K | – | 8 |
|
|
2025
Q1 | $712K | Buy |
2,282
+2
| +0.1% | +$624 | 0.15% | 76 |
|
|
2024
Q4 | $802K | Buy |
2,280
+6
| +0.3% | +$2.11K | 0.16% | 74 |
|
|
2024
Q3 | $804K | Buy |
2,274
+8
| +0.4% | +$2.83K | 0.15% | 78 |
|
|
2024
Q2 | $687K | Sell |
2,266
-536
| -19% | -$163K | 0.13% | 84 |
|
|
2024
Q1 | $971K | Buy |
2,802
+1,113
| +66% | +$386K | 0.19% | 67 |
|
|
2023
Q4 | $593K | Buy |
1,689
+77
| +5% | +$27K | 0.13% | 77 |
|
|
2023
Q3 | $479K | Sell |
1,612
-474
| -23% | -$141K | 0.12% | 87 |
|
|
2023
Q2 | $644K | Sell |
2,086
-106
| -5% | -$32.7K | 0.13% | 85 |
|
|
2023
Q1 | $626K | Sell |
2,192
-236
| -10% | -$67.4K | 0.13% | 89 |
|
|
2022
Q4 | $648K | Buy |
2,428
+148
| +6% | +$39.5K | 0.15% | 80 |
|
|
2022
Q3 | $587K | Sell |
2,280
-47
| -2% | -$12.1K | 0.15% | 75 |
|
|
2022
Q2 | $646K | Buy |
2,327
+114
| +5% | +$31.6K | 0.16% | 73 |
|
|
2022
Q1 | $746K | Buy |
2,213
+138
| +7% | +$46.5K | 0.16% | 72 |
|
|
2021
Q4 | $860K | Buy |
2,075
+387
| +23% | +$160K | 0.19% | 63 |
|
|
2021
Q3 | $540K | Sell |
1,688
-109
| -6% | -$34.9K | 0.13% | 79 |
|
|
2021
Q2 | $530K | Buy |
1,797
+31
| +2% | +$9.14K | 0.12% | 83 |
|
|
2021
Q1 | $488K | Sell |
1,766
-160
| -8% | -$44.2K | 0.12% | 87 |
|
|
2020
Q4 | $503K | Buy |
1,926
+268
| +16% | +$70K | 0.14% | 79 |
|
|
2020
Q3 | $375K | Buy |
1,658
+1,033
| +165% | +$234K | 0.13% | 74 |
|
|
2020
Q2 | $134K | Buy |
+625
| New | +$134K | 0.05% | 128 |
|