CWS
Confluence Wealth Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
5,050
+98
| +2% | +$29.3K | 0.08% | 120 |
|
|
2025
Q1 | $1.43M | Buy |
4,952
+943
| +24% | +$272K | 0.09% | 112 |
|
|
2024
Q4 | $1.46M | Buy |
4,009
+547
| +16% | +$199K | 0.09% | 107 |
|
|
2024
Q3 | $1.22M | Buy |
3,462
+271
| +8% | +$95.8K | 0.09% | 120 |
|
|
2024
Q2 | $968K | Buy |
3,191
+903
| +39% | +$274K | 0.08% | 153 |
|
|
2024
Q1 | $793K | Buy |
2,288
+374
| +20% | +$130K | 0.07% | 158 |
|
|
2023
Q4 | $672K | Buy |
1,914
+1,111
| +138% | +$390K | 0.07% | 155 |
|
|
2023
Q3 | $247K | Buy |
+803
| New | +$247K | 0.05% | 232 |
|
|
2022
Q3 | – | Sell |
-810
| Closed | -$254K | – | 227 |
|
|
2022
Q2 | $254K | Buy |
810
+23
| +3% | +$7.21K | 0.11% | 219 |
|
|
2022
Q1 | $265K | Buy |
+787
| New | +$265K | 0.1% | 204 |
|