CWM
Centric Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
1,351
-86
| -6% | -$20.6K | 0.08% | 145 |
|
|
2025
Q1 | $448K | Hold |
1,437
| – | – | 0.12% | 117 |
|
|
2024
Q4 | $506K | Hold |
1,437
| – | – | 0.14% | 109 |
|
|
2024
Q3 | $512K | Sell |
1,437
-45
| -3% | -$16K | 0.14% | 112 |
|
|
2024
Q2 | $487K | Sell |
1,482
-61
| -4% | -$20K | 0.14% | 103 |
|
|
2024
Q1 | $464K | Buy |
1,543
+29
| +2% | +$8.73K | 0.15% | 100 |
|
|
2023
Q4 | $561K | Buy |
+1,514
| New | +$561K | 0.18% | 90 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$204K | – | 116 |
|
|
2022
Q2 | $204K | Buy |
733
+70
| +11% | +$19.5K | 0.07% | 120 |
|
|
2022
Q1 | $224K | Buy |
663
+74
| +13% | +$25K | 0.07% | 145 |
|
|
2021
Q4 | $244K | Buy |
+589
| New | +$244K | 0.08% | 130 |
|