CWP
Concord Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
685
+30
| +5% | +$8.97K | 0.03% | 199 |
|
|
2025
Q1 | $204K | Sell |
655
-67
| -9% | -$20.9K | 0.03% | 191 |
|
|
2024
Q4 | $254K | Sell |
722
-11
| -2% | -$3.87K | 0.04% | 183 |
|
|
2024
Q3 | $259K | Buy |
733
+6
| +0.8% | +$2.12K | 0.04% | 186 |
|
|
2024
Q2 | $221K | Sell |
727
-43
| -6% | -$13K | 0.04% | 190 |
|
|
2024
Q1 | $267K | Sell |
770
-26
| -3% | -$9.01K | 0.05% | 181 |
|
|
2023
Q4 | $279K | Sell |
796
-1,039
| -57% | -$365K | 0.06% | 167 |
|
|
2023
Q3 | $564K | Buy |
1,835
+976
| +114% | +$300K | 0.12% | 118 |
|
|
2023
Q2 | $265K | Buy |
859
+689
| +405% | +$213K | 0.06% | 165 |
|
|
2023
Q1 | $48.5K | Sell |
170
-725
| -81% | -$207K | 0.01% | 350 |
|
|
2022
Q4 | $239K | Sell |
895
-945
| -51% | -$252K | 0.07% | 146 |
|
|
2022
Q3 | $473K | Sell |
1,840
-198
| -10% | -$50.9K | 0.15% | 91 |
|
|
2022
Q2 | $566K | Sell |
2,038
-25
| -1% | -$6.94K | 0.16% | 91 |
|
|
2022
Q1 | $696K | Buy |
2,063
+221
| +12% | +$74.6K | 0.18% | 78 |
|
|
2021
Q4 | $764K | Buy |
1,842
+1,162
| +171% | +$482K | 0.19% | 66 |
|
|
2021
Q3 | $218K | Sell |
680
-930
| -58% | -$298K | 0.09% | 84 |
|
|
2021
Q2 | $475K | Buy |
1,610
+112
| +7% | +$33K | 0.14% | 69 |
|
|
2021
Q1 | $414K | Buy |
1,498
+1,485
| +11,423% | +$410K | 0.14% | 76 |
|
|
2020
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 453 |
|