CWP
Curated Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
984
-6
| -0.6% | -$1.79K | 0.03% | 127 |
|
|
2025
Q1 | $309K | Buy |
990
+154
| +18% | +$48.1K | 0.04% | 121 |
|
|
2024
Q4 | $294K | Buy |
836
+45
| +6% | +$15.8K | 0.03% | 120 |
|
|
2024
Q3 | $280K | Buy |
791
+72
| +10% | +$25.5K | 0.04% | 112 |
|
|
2024
Q2 | $218K | Buy |
+719
| New | +$218K | 0.03% | 126 |
|
|
2024
Q1 | – | Sell |
-2,672
| Closed | -$938K | – | 4 |
|
|
2023
Q4 | $938K | Buy |
2,672
+164
| +7% | +$57.5K | 0.15% | 50 |
|
|
2023
Q3 | $770K | Buy |
2,508
+479
| +24% | +$147K | 0.14% | 52 |
|
|
2023
Q2 | $626K | Buy |
2,029
+71
| +4% | +$21.9K | 0.12% | 63 |
|
|
2023
Q1 | $560K | Buy |
1,958
+61
| +3% | +$17.4K | 0.13% | 61 |
|
|
2022
Q4 | $506K | Buy |
1,897
+138
| +8% | +$36.8K | 0.12% | 64 |
|
|
2022
Q3 | $453K | Buy |
1,759
+418
| +31% | +$108K | 0.13% | 65 |
|
|
2022
Q2 | $372K | Buy |
1,341
+172
| +15% | +$47.7K | 0.11% | 84 |
|
|
2022
Q1 | $485K | Hold |
1,169
| – | – | 0.16% | 77 |
|
|
2021
Q4 | $485K | Buy |
1,169
+3
| +0.3% | +$1.25K | 0.16% | 80 |
|
|
2021
Q3 | $373K | Hold |
1,166
| – | – | 0.21% | 93 |
|
|
2021
Q2 | $344K | Sell |
1,166
-31
| -3% | -$9.15K | 0.19% | 102 |
|
|
2021
Q1 | $331K | Hold |
1,197
| – | – | 0.2% | 99 |
|
|
2020
Q4 | $313K | Buy |
+1,197
| New | +$313K | 0.2% | 100 |
|