CWP
CFM Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
745
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $232K | Sell |
745
-21
| -3% | -$6.55K | 0.04% | 131 |
|
|
2024
Q4 | $269K | Hold |
766
| – | – | 0.05% | 118 |
|
|
2024
Q3 | $271K | Sell |
766
-31
| -4% | -$11K | 0.05% | 125 |
|
|
2024
Q2 | $242K | Hold |
797
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $276K | Hold |
797
| – | – | 0.06% | 135 |
|
|
2023
Q4 | $280K | Buy |
+797
| New | +$280K | 0.06% | 138 |
|
|
2023
Q3 | – | Sell |
-797
| Closed | -$246K | – | 142 |
|
|
2023
Q2 | $246K | Buy |
797
+21
| +3% | +$6.48K | 0.06% | 152 |
|
|
2023
Q1 | $222K | Buy |
+776
| New | +$222K | 0.06% | 145 |
|
|
2022
Q4 | – | Sell |
-776
| Closed | -$200K | – | 154 |
|
|
2022
Q3 | $200K | Sell |
776
-76
| -9% | -$19.6K | 0.06% | 150 |
|
|
2022
Q2 | $237K | Sell |
852
-154
| -15% | -$42.8K | 0.07% | 148 |
|
|
2022
Q1 | $339K | Hold |
1,006
| – | – | 0.08% | 141 |
|
|
2021
Q4 | $410K | Hold |
1,006
| – | – | 0.09% | 125 |
|
|
2021
Q3 | $321K | Hold |
1,006
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $297K | Hold |
1,006
| – | – | 0.08% | 135 |
|
|
2021
Q1 | $278K | Hold |
1,006
| – | – | 0.08% | 134 |
|
|
2020
Q4 | $263K | Hold |
1,006
| – | – | 0.08% | 127 |
|
|
2020
Q3 | $227K | Hold |
1,006
| – | – | 0.08% | 135 |
|
|
2020
Q2 | $216K | Hold |
1,006
| – | – | 0.08% | 138 |
|
|
2020
Q1 | $164K | Buy |
+1,006
| New | +$164K | 0.08% | 151 |
|