DWA

Dougherty Wealth Advisers’s Accenture ACN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$158K	Hold	527	–	–	0.1%	44
2025 Q1	$164K	Hold	527	–	–	0.12%	43
2024 Q4	$185K	Hold	527	–	–	0.14%	42
2024 Q3	$186K	Sell	527 -131	-20%	-$46.3K	0.15%	40
2024 Q2	$200K	Hold	658	–	–	0.17%	35
2024 Q1	$228K	Hold	658	–	–	0.2%	30
2023 Q4	$231K	Hold	658	–	–	0.21%	32
2023 Q3	$202K	Hold	658	–	–	0.23%	33
2023 Q2	$203K	Hold	658	–	–	0.28%	35
2023 Q1	$188K	Hold	658	–	–	0.28%	36
2022 Q4	$176K	Hold	658	–	–	0.29%	41
2022 Q3	$169K	Hold	658	–	–	0.33%	35
2022 Q2	$183K	Hold	658	–	–	0.34%	33
2022 Q1	$222K	Hold	658	–	–	0.34%	32
2021 Q4	$273K	Hold	658	–	–	0.38%	31
2021 Q3	$211K	Hold	658	–	–	0.31%	35
2021 Q2	$194K	Hold	658	–	–	0.29%	37
2021 Q1	$182K	Hold	658	–	–	0.27%	37
2020 Q4	$172K	Hold	658	–	–	0.27%	40
2020 Q3	$149K	Hold	658	–	–	0.51%	41
2020 Q2	$141K	Hold	658	–	–	0.52%	39
2020 Q1	$107K	Hold	658	–	–	0.43%	50
2019 Q4	$139K	Hold	658	–	–	0.42%	47
2019 Q3	$127K	Sell	658 -140	-18%	-$27K	0.42%	44
2019 Q2	$147K	Buy	798 +140	+21%	+$25.8K	0.42%	50
2019 Q1	$116K	Hold	658	–	–	0.39%	47
2018 Q4	$102K	Buy	+658	New	+$102K	0.34%	58