CSWM
Cassady Schiller Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $200K | Buy |
569
+34
| +6% | +$12K | 0.07% | 118 |
|
|
2024
Q3 | $189K | Hold |
535
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $162K | Hold |
535
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $185K | Buy |
535
+6
| +1% | +$2.08K | 0.08% | 122 |
|
|
2023
Q4 | $186K | Hold |
529
| – | – | 0.09% | 114 |
|
|
2023
Q3 | $162K | Buy |
529
+27
| +5% | +$8.29K | 0.09% | 117 |
|
|
2023
Q2 | $155K | Hold |
502
| – | – | 0.08% | 121 |
|
|
2023
Q1 | $143K | Sell |
502
-14
| -3% | -$4K | 0.07% | 122 |
|
|
2022
Q4 | $138K | Buy |
+516
| New | +$138K | 0.08% | 117 |
|
|
2022
Q1 | – | Sell |
-519
| Closed | -$215K | – | 114 |
|
|
2021
Q4 | $215K | Buy |
+519
| New | +$215K | 0.13% | 101 |
|