Compass Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-127
| Closed | -$39.6K | – | 155 |
|
|
2025
Q1 | $39.6K | Hold |
127
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $44.7K | Hold |
127
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $44.9K | Hold |
127
| – | – | 0.01% | 261 |
|
|
2024
Q2 | $38.5K | Sell |
127
-63
| -33% | -$19.1K | 0.01% | 275 |
|
|
2024
Q1 | $65.9K | Sell |
190
-31
| -14% | -$10.7K | 0.02% | 229 |
|
|
2023
Q4 | $77.6K | Sell |
221
-36
| -14% | -$12.6K | 0.02% | 210 |
|
|
2023
Q3 | $78.9K | Buy |
257
+11
| +4% | +$3.38K | 0.02% | 195 |
|
|
2023
Q2 | $75.9K | Hold |
246
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $70.3K | Buy |
246
+31
| +14% | +$8.86K | 0.02% | 212 |
|
|
2022
Q4 | $57.4K | Buy |
+215
| New | +$57.4K | 0.02% | 218 |
|