CWM
Chesapeake Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
6,474
-251
| -4% | -$75K | 0.65% | 46 |
|
|
2025
Q1 | $2.1M | Sell |
6,725
-175
| -3% | -$54.6K | 0.75% | 43 |
|
|
2024
Q4 | $2.43M | Sell |
6,900
-25
| -0.4% | -$8.8K | 0.83% | 41 |
|
|
2024
Q3 | $2.45M | Sell |
6,925
-53
| -0.8% | -$18.7K | 0.84% | 42 |
|
|
2024
Q2 | $2.12M | Sell |
6,978
-92
| -1% | -$27.9K | 0.77% | 44 |
|
|
2024
Q1 | $2.45M | Sell |
7,070
-210
| -3% | -$72.8K | 0.89% | 38 |
|
|
2023
Q4 | $2.55M | Sell |
7,280
-435
| -6% | -$153K | 0.99% | 30 |
|
|
2023
Q3 | $2.37M | Buy |
7,715
+84
| +1% | +$25.8K | 0.99% | 30 |
|
|
2023
Q2 | $2.35M | Buy |
7,631
+182
| +2% | +$56.2K | 0.93% | 34 |
|
|
2023
Q1 | $2.13M | Buy |
7,449
+309
| +4% | +$88.3K | 0.89% | 35 |
|
|
2022
Q4 | $1.91M | Buy |
7,140
+1,087
| +18% | +$290K | 0.83% | 35 |
|
|
2022
Q3 | $1.56M | Buy |
6,053
+2,218
| +58% | +$571K | 0.71% | 41 |
|
|
2022
Q2 | $1.07M | Sell |
3,835
-95
| -2% | -$26.4K | 0.46% | 61 |
|
|
2022
Q1 | $1.33M | Sell |
3,930
-225
| -5% | -$75.9K | 0.48% | 55 |
|
|
2021
Q4 | $1.72M | Sell |
4,155
-280
| -6% | -$116K | 0.58% | 45 |
|
|
2021
Q3 | $1.42M | Sell |
4,435
-625
| -12% | -$200K | 0.51% | 52 |
|
|
2021
Q2 | $1.49M | Sell |
5,060
-334
| -6% | -$98.4K | 0.48% | 52 |
|
|
2021
Q1 | $1.49M | Sell |
5,394
-165
| -3% | -$45.6K | 0.5% | 50 |
|
|
2020
Q4 | $1.45M | Sell |
5,559
-201
| -3% | -$52.5K | 0.49% | 54 |
|
|
2020
Q3 | $1.3M | Sell |
5,760
-125
| -2% | -$28.2K | 0.49% | 54 |
|
|
2020
Q2 | $1.26M | Sell |
5,885
-25
| -0.4% | -$5.37K | 0.5% | 59 |
|
|
2020
Q1 | $965K | Sell |
5,910
-115
| -2% | -$18.8K | 0.45% | 69 |
|
|
2019
Q4 | $1.27M | Sell |
6,025
-70
| -1% | -$14.7K | 0.49% | 60 |
|
|
2019
Q3 | $1.17M | Sell |
6,095
-15
| -0.2% | -$2.89K | 0.48% | 62 |
|
|
2019
Q2 | $1.13M | Sell |
6,110
-260
| -4% | -$48K | 0.47% | 65 |
|
|
2019
Q1 | $1.12M | Sell |
6,370
-30
| -0.5% | -$5.28K | 0.49% | 55 |
|
|
2018
Q4 | $903K | Sell |
6,400
-225
| -3% | -$31.7K | 0.45% | 60 |
|
|
2018
Q3 | $1.13M | Sell |
6,625
-350
| -5% | -$59.6K | 0.5% | 52 |
|
|
2018
Q2 | $1.14M | Sell |
6,975
-931
| -12% | -$152K | 0.53% | 55 |
|
|
2018
Q1 | $1.21M | Buy |
+7,906
| New | +$1.21M | 0.56% | 49 |
|