CWP
Core Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
870
+25
| +3% | +$7.47K | 0.13% | 138 |
|
|
2025
Q1 | $264K | Buy |
845
+45
| +6% | +$14K | 0.15% | 134 |
|
|
2024
Q4 | $281K | Hold |
800
| – | – | 0.16% | 128 |
|
|
2024
Q3 | $283K | Sell |
800
-27
| -3% | -$9.54K | 0.17% | 121 |
|
|
2024
Q2 | $251K | Sell |
827
-39
| -5% | -$11.8K | 0.17% | 119 |
|
|
2024
Q1 | $300K | Hold |
866
| – | – | 0.23% | 87 |
|
|
2023
Q4 | $304K | Hold |
866
| – | – | 0.25% | 80 |
|
|
2023
Q3 | $266K | Hold |
866
| – | – | 0.24% | 82 |
|
|
2023
Q2 | $267K | Hold |
866
| – | – | 0.25% | 80 |
|
|
2023
Q1 | $248K | Sell |
866
-10,929
| -93% | -$3.12M | 0.25% | 75 |
|
|
2022
Q4 | $197K | Buy |
+11,795
| New | +$197K | 0.22% | 103 |
|