Carson Wealth (CWM LLC)’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
88,780
+2,272
| +3% | +$679K | 0.09% | 188 |
|
|
2025
Q1 | $27M | Sell |
86,508
-2,134
| -2% | -$666K | 0.11% | 177 |
|
|
2024
Q4 | $31.2M | Sell |
88,642
-2,713
| -3% | -$954K | 0.13% | 143 |
|
|
2024
Q3 | $32.3M | Sell |
91,355
-2,363
| -3% | -$835K | 0.14% | 135 |
|
|
2024
Q2 | $28.4M | Sell |
93,718
-3,683
| -4% | -$1.12M | 0.13% | 142 |
|
|
2024
Q1 | $33.8M | Sell |
97,401
-2,808
| -3% | -$973K | 0.16% | 131 |
|
|
2023
Q4 | $35.2M | Sell |
100,209
-8,730
| -8% | -$3.06M | 0.19% | 105 |
|
|
2023
Q3 | $33.5M | Sell |
108,939
-8,825
| -7% | -$2.71M | 0.21% | 96 |
|
|
2023
Q2 | $36.3M | Sell |
117,764
-7,480
| -6% | -$2.31M | 0.22% | 82 |
|
|
2023
Q1 | $35.8M | Buy |
125,244
+875
| +0.7% | +$250K | 0.24% | 81 |
|
|
2022
Q4 | $33.2M | Buy |
124,369
+7,439
| +6% | +$1.99M | 0.24% | 86 |
|
|
2022
Q3 | $30.1M | Buy |
116,930
+4,867
| +4% | +$1.25M | 0.24% | 87 |
|
|
2022
Q2 | $31.1M | Buy |
112,063
+7,035
| +7% | +$1.95M | 0.24% | 86 |
|
|
2022
Q1 | $35.4M | Sell |
105,028
-337
| -0.3% | -$114K | 0.25% | 74 |
|
|
2021
Q4 | $43.7M | Buy |
+105,365
| New | +$43.7M | 0.31% | 59 |
|
|
2021
Q2 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2020
Q4 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2020
Q3 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2020
Q2 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2020
Q1 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2019
Q4 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2019
Q3 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2019
Q2 | $26.4M | Hold |
89,632
| – | – | 0.21% | 99 |
|
|
2019
Q1 | $26.4M | Buy |
89,632
+74,277
| +484% | +$21.9M | 0.21% | 99 |
|
|
2018
Q4 | $2.17M | Buy |
15,355
+14,393
| +1,496% | +$2.03M | 0.05% | 276 |
|
|
2018
Q3 | $164K | Buy |
962
+84
| +10% | +$14.3K | ﹤0.01% | 543 |
|
|
2018
Q2 | $144K | Buy |
878
+5
| +0.6% | +$820 | ﹤0.01% | 469 |
|
|
2018
Q1 | $134K | Buy |
873
+17
| +2% | +$2.61K | 0.01% | 411 |
|
|
2017
Q4 | $131K | Buy |
856
+56
| +7% | +$8.57K | 0.01% | 393 |
|
|
2017
Q3 | $108K | Buy |
800
+70
| +10% | +$9.45K | 0.01% | 405 |
|
|
2017
Q2 | $90K | Buy |
730
+10
| +1% | +$1.23K | ﹤0.01% | 393 |
|
|
2017
Q1 | $86K | Sell |
720
-218
| -23% | -$26K | ﹤0.01% | 377 |
|
|
2016
Q4 | $110K | Buy |
938
+798
| +570% | +$93.6K | 0.01% | 337 |
|
|
2016
Q3 | $17K | Buy |
140
+119
| +567% | +$14.5K | ﹤0.01% | 566 |
|
|
2016
Q2 | $2K | Sell |
21
-87,899
| -100% | -$8.37M | ﹤0.01% | 698 |
|
|
2016
Q1 | $10.1M | Buy |
87,920
+8,676
| +11% | +$1M | 0.89% | 38 |
|
|
2015
Q4 | $8.28M | Buy |
79,244
+9,129
| +13% | +$954K | 0.81% | 48 |
|
|
2015
Q3 | $6.89M | Buy |
70,115
+11,293
| +19% | +$1.11M | 0.69% | 56 |
|
|
2015
Q2 | $5.69M | Buy |
+58,822
| New | +$5.69M | 0.55% | 78 |
|