EWA
Encompass Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Buy |
3,144
+2
| +0.1% | +$598 | 0.34% | 43 |
|
|
2025
Q1 | $980K | Hold |
3,142
| – | – | 0.4% | 40 |
|
|
2024
Q4 | $1.11M | Hold |
3,142
| – | – | 0.45% | 36 |
|
|
2024
Q3 | $1.11M | Hold |
3,142
| – | – | 0.28% | 72 |
|
|
2024
Q2 | $953K | Sell |
3,142
-667
| -18% | -$202K | 0.25% | 80 |
|
|
2024
Q1 | $1.32M | Buy |
+3,809
| New | +$1.32M | 0.35% | 59 |
|