EWM
Elite Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-626
| Closed | -$217K | – | 43 |
|
|
2024
Q1 | $217K | Sell |
626
-15
| -2% | -$5.2K | 0.01% | 48 |
|
|
2023
Q4 | $225K | Sell |
641
-412
| -39% | -$145K | 0.01% | 42 |
|
|
2023
Q3 | $323K | Sell |
1,053
-3,110
| -75% | -$955K | 0.02% | 39 |
|
|
2023
Q2 | $1.28M | Buy |
4,163
+2,978
| +251% | +$919K | 0.1% | 29 |
|
|
2023
Q1 | $339K | Hold |
1,185
| – | – | 0.02% | 42 |
|
|
2022
Q4 | $316K | Buy |
1,185
+61
| +5% | +$16.3K | 0.03% | 43 |
|
|
2022
Q3 | $289K | Hold |
1,124
| – | – | 0.02% | 40 |
|
|
2022
Q2 | $312K | Hold |
1,124
| – | – | 0.05% | 41 |
|
|
2022
Q1 | $379K | Sell |
1,124
-27
| -2% | -$9.1K | 0.06% | 41 |
|
|
2021
Q4 | $477K | Sell |
1,151
-18
| -2% | -$7.46K | 0.07% | 39 |
|
|
2021
Q3 | $374K | Buy |
1,169
+27
| +2% | +$8.64K | 0.07% | 45 |
|
|
2021
Q2 | $337 | Buy |
+1,142
| New | +$337 | 0.03% | 46 |
|
|
2020
Q1 | – | Sell |
-3,719
| Closed | -$783K | – | 36 |
|
|
2019
Q4 | $783K | Sell |
3,719
-30
| -0.8% | -$6.32K | 0.44% | 14 |
|
|
2019
Q3 | $721K | Sell |
3,749
-251
| -6% | -$48.3K | 0.99% | 15 |
|
|
2019
Q2 | $739K | Sell |
4,000
-303
| -7% | -$56K | 1% | 14 |
|
|
2019
Q1 | $757K | Sell |
4,303
-644
| -13% | -$113K | 1.4% | 14 |
|
|
2018
Q4 | $698K | Buy |
4,947
+82
| +2% | +$11.6K | 0.68% | 31 |
|
|
2018
Q3 | $828K | Buy |
4,865
+8
| +0.2% | +$1.36K | 0.18% | 32 |
|
|
2018
Q2 | $795K | Buy |
4,857
+283
| +6% | +$46.3K | 0.28% | 32 |
|
|
2018
Q1 | $702K | Buy |
4,574
+129
| +3% | +$19.8K | 0.58% | 38 |
|
|
2017
Q4 | $680K | Buy |
+4,445
| New | +$680K | 0.57% | 39 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 70 |
|
|
2014
Q3 | – | Sell |
-6,715
| Closed | -$542K | – | 279 |
|
|
2014
Q2 | $542K | Buy |
+6,715
| New | +$542K | 0.54% | 54 |
|
|
2014
Q1 | – | Sell |
-128
| Closed | -$11K | – | 317 |
|
|
2013
Q4 | $11K | Buy |
+128
| New | +$11K | 0.01% | 324 |
|