DWM
Dakota Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
36,866
-342
| -0.9% | -$102K | 0.23% | 90 |
|
|
2025
Q1 | $11.6M | Sell |
37,208
-879
| -2% | -$274K | 0.27% | 81 |
|
|
2024
Q4 | $13.4M | Buy |
38,087
+1,495
| +4% | +$526K | 0.31% | 75 |
|
|
2024
Q3 | $12.9M | Sell |
36,592
-406
| -1% | -$144K | 0.29% | 81 |
|
|
2024
Q2 | $11.2M | Sell |
36,998
-10,169
| -22% | -$3.09M | 0.26% | 82 |
|
|
2024
Q1 | $16.3M | Buy |
47,167
+2,169
| +5% | +$752K | 0.41% | 49 |
|
|
2023
Q4 | $15.8M | Buy |
44,998
+1,013
| +2% | +$355K | 0.61% | 38 |
|
|
2023
Q3 | $13.5M | Buy |
43,985
+4,191
| +11% | +$1.29M | 0.6% | 40 |
|
|
2023
Q2 | $12.3M | Sell |
39,794
-109
| -0.3% | -$33.6K | 0.58% | 45 |
|
|
2023
Q1 | $11.4M | Sell |
39,903
-1,381
| -3% | -$395K | 0.76% | 31 |
|
|
2022
Q4 | $11M | Sell |
41,284
-1,297
| -3% | -$346K | 0.78% | 27 |
|
|
2022
Q3 | $11M | Buy |
42,581
+1,156
| +3% | +$297K | 0.89% | 23 |
|
|
2022
Q2 | $11.5M | Buy |
41,425
+2,098
| +5% | +$583K | 1.06% | 16 |
|
|
2022
Q1 | $13.3M | Buy |
39,327
+36,329
| +1,212% | +$12.3M | 1.08% | 15 |
|
|
2021
Q4 | $1.24M | Buy |
2,998
+18
| +0.6% | +$7.46K | 0.13% | 145 |
|
|
2021
Q3 | $953K | Buy |
2,980
+275
| +10% | +$87.9K | 0.11% | 158 |
|
|
2021
Q2 | $797K | Sell |
2,705
-5
| -0.2% | -$1.47K | 0.09% | 169 |
|
|
2021
Q1 | $749K | Sell |
2,710
-3
| -0.1% | -$829 | 0.1% | 167 |
|
|
2020
Q4 | $708K | Sell |
2,713
-30
| -1% | -$7.83K | 0.09% | 180 |
|
|
2020
Q3 | $620K | Sell |
2,743
-5
| -0.2% | -$1.13K | 0.1% | 151 |
|
|
2020
Q2 | $590K | Buy |
2,748
+973
| +55% | +$209K | 0.1% | 153 |
|
|
2020
Q1 | $290K | Sell |
1,775
-9,997
| -85% | -$1.63M | 0.06% | 199 |
|
|
2019
Q4 | $2.48M | Sell |
11,772
-337
| -3% | -$71K | 0.4% | 77 |
|
|
2019
Q3 | $2.33M | Buy |
12,109
+10,154
| +519% | +$1.95M | 0.4% | 71 |
|
|
2019
Q2 | $362K | Buy |
1,955
+133
| +7% | +$24.6K | 0.07% | 204 |
|
|
2019
Q1 | $320K | Sell |
1,822
-725
| -28% | -$127K | 0.06% | 225 |
|
|
2018
Q4 | $391K | Buy |
2,547
+505
| +25% | +$77.5K | 0.09% | 180 |
|
|
2018
Q3 | $348K | Sell |
2,042
-1,217
| -37% | -$207K | 0.08% | 198 |
|
|
2018
Q2 | $533K | Buy |
+3,259
| New | +$533K | 0.15% | 119 |
|