CW
Connectus Wealth’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23M | Buy |
104,308
+1,223
| +1% | +$270K | 0.63% | 42 |
|
|
2023
Q4 | $22.7M | Buy |
103,085
+32,273
| +46% | +$7.1M | 0.46% | 52 |
|
|
2023
Q3 | $20.6M | Sell |
70,812
-2,269
| -3% | -$659K | 0.46% | 56 |
|
|
2023
Q2 | $21.3M | Sell |
73,081
-78,214
| -52% | -$22.8M | 0.49% | 57 |
|
|
2023
Q1 | $42.1M | Buy |
151,295
+3,347
| +2% | +$931K | 1.04% | 19 |
|
|
2022
Q4 | $49.8M | Sell |
147,948
-4,157
| -3% | -$1.4M | 1.18% | 16 |
|
|
2022
Q3 | $49.2M | Sell |
152,105
-65,788
| -30% | -$21.3M | 1.02% | 16 |
|
|
2022
Q2 | $60.5M | Buy |
217,893
+158,559
| +267% | +$44M | 1.38% | 14 |
|
|
2022
Q1 | $21.3M | Sell |
59,334
-5,310
| -8% | -$1.9M | 0.67% | 44 |
|
|
2021
Q4 | $26.8M | Buy |
64,644
+20,175
| +45% | +$8.37M | 1.04% | 27 |
|
|
2021
Q3 | $14.2M | Sell |
44,469
-250
| -0.6% | -$80K | 1.59% | 23 |
|
|
2021
Q2 | $13.2M | Buy |
44,719
+3,805
| +9% | +$1.12M | 1.48% | 23 |
|
|
2021
Q1 | $11.5M | Buy |
+40,914
| New | +$11.5M | 1.38% | 23 |
|