DWM
Diversify Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
19,180
+2,450
| +15% | +$583K | 0.28% | 106 |
|
|
2025
Q1 | $4.99M | Buy |
16,730
+1,708
| +11% | +$510K | 0.37% | 67 |
|
|
2024
Q4 | $5.25M | Buy |
15,022
+4,764
| +46% | +$1.67M | 0.41% | 60 |
|
|
2024
Q3 | $3.8M | Buy |
10,258
+715
| +7% | +$265K | 0.37% | 70 |
|
|
2024
Q2 | $2.99M | Buy |
+9,543
| New | +$2.99M | 0.37% | 66 |
|