CWM
Curi Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-863
| Closed | -$303K | – | 4 |
|
|
2023
Q4 | $303K | Sell |
863
-14
| -2% | -$4.91K | 0.04% | 122 |
|
|
2023
Q3 | $269K | Sell |
877
-181
| -17% | -$55.6K | 0.04% | 124 |
|
|
2023
Q2 | $327K | Sell |
1,058
-23
| -2% | -$7.1K | 0.04% | 120 |
|
|
2023
Q1 | $309K | Sell |
1,081
-59
| -5% | -$16.9K | 0.04% | 120 |
|
|
2022
Q4 | $304K | Sell |
1,140
-16
| -1% | -$4.27K | 0.04% | 141 |
|
|
2022
Q3 | $298K | Buy |
1,156
+515
| +80% | +$133K | 0.05% | 136 |
|
|
2022
Q2 | $178K | Sell |
641
-8
| -1% | -$2.22K | 0.03% | 126 |
|
|
2022
Q1 | $218K | Buy |
649
+176
| +37% | +$59.1K | 0.04% | 111 |
|
|
2021
Q4 | $196K | Buy |
+473
| New | +$196K | 0.03% | 111 |
|
|
2021
Q1 | – | Sell |
-314
| Closed | -$82K | – | 95 |
|
|
2020
Q4 | $82K | Buy |
+314
| New | +$82K | 0.06% | 125 |
|