CWP
Cyndeo Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.96M | Sell |
19,940
-244
| -1% | -$72.9K | 0.35% | 85 |
|
|
2025
Q1 | $6.3M | Sell |
20,184
-8,134
| -29% | -$2.54M | 0.41% | 77 |
|
|
2024
Q4 | $9.96M | Buy |
28,318
+713
| +3% | +$251K | 0.67% | 36 |
|
|
2024
Q3 | $9.76M | Sell |
27,605
-7,629
| -22% | -$2.7M | 0.68% | 34 |
|
|
2024
Q2 | $10.7M | Buy |
35,234
+751
| +2% | +$228K | 0.84% | 27 |
|
|
2024
Q1 | $12M | Buy |
34,483
+2,405
| +7% | +$834K | 0.99% | 20 |
|
|
2023
Q4 | $11.3M | Buy |
32,078
+10,875
| +51% | +$3.82M | 1.04% | 20 |
|
|
2023
Q3 | $6.51M | Buy |
21,203
+387
| +2% | +$119K | 0.68% | 41 |
|
|
2023
Q2 | $6.42M | Buy |
20,816
+6,459
| +45% | +$1.99M | 0.67% | 48 |
|
|
2023
Q1 | $4.1M | Sell |
14,357
-5,354
| -27% | -$1.53M | 0.44% | 65 |
|
|
2022
Q4 | $5.26M | Buy |
+19,711
| New | +$5.26M | 0.62% | 50 |
|