DWAM
Duncan Williams Asset Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,188
+686
| +20% | +$205K | 0.4% | 43 |
|
|
2025
Q1 | $1.09M | Buy |
3,502
+387
| +12% | +$121K | 0.39% | 44 |
|
|
2024
Q4 | $1.1M | Sell |
3,115
-228
| -7% | -$80.2K | 0.43% | 42 |
|
|
2024
Q3 | $1.18M | Buy |
3,343
+79
| +2% | +$27.9K | 0.65% | 27 |
|
|
2024
Q2 | $990K | Buy |
3,264
+218
| +7% | +$66.1K | 0.83% | 21 |
|
|
2024
Q1 | $1.06M | Buy |
+3,046
| New | +$1.06M | 0.95% | 16 |
|