CPWA
Cerro Pacific Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
2,158
-822
| -28% | -$246K | 0.18% | 99 |
|
|
2025
Q1 | $1.05M | Sell |
2,980
-175
| -6% | -$61.6K | 0.34% | 62 |
|
|
2024
Q4 | $1.12M | Buy |
3,155
+96
| +3% | +$33.9K | 0.37% | 61 |
|
|
2024
Q3 | $928K | Hold |
3,059
| – | – | 0.35% | 66 |
|
|
2024
Q2 | $928K | Buy |
+3,059
| New | +$928K | 0.35% | 67 |
|
|
2023
Q1 | $941K | Sell |
3,293
-964
| -23% | -$276K | 0.52% | 54 |
|
|
2022
Q4 | $1.14M | Buy |
4,257
+139
| +3% | +$37.1K | 0.6% | 44 |
|
|
2022
Q3 | $1.06M | Buy |
4,118
+17
| +0.4% | +$4.37K | 0.64% | 42 |
|
|
2022
Q2 | $1.14M | Sell |
4,101
-1,186
| -22% | -$329K | 0.71% | 30 |
|
|
2022
Q1 | $1.78M | Buy |
5,287
+105
| +2% | +$35.4K | 1.09% | 18 |
|
|
2021
Q4 | $2.15M | Buy |
5,182
+107
| +2% | +$44.4K | 1.36% | 15 |
|
|
2021
Q3 | $1.62M | Buy |
5,075
+224
| +5% | +$71.7K | 1.17% | 19 |
|
|
2021
Q2 | $1.43M | Buy |
+4,851
| New | +$1.43M | 1.06% | 20 |
|
|
2020
Q4 | $1.38M | Buy |
+5,297
| New | +$1.38M | 0.83% | 32 |
|