EWM
Endowment Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
1,225
-13
| -1% | -$3.89K | 0.19% | 91 |
|
|
2025
Q1 | $386K | Buy |
1,238
+92
| +8% | +$28.7K | 0.25% | 79 |
|
|
2024
Q4 | $403K | Sell |
1,146
-6
| -0.5% | -$2.11K | 0.27% | 75 |
|
|
2024
Q3 | $407K | Sell |
1,152
-5
| -0.4% | -$1.77K | 0.27% | 75 |
|
|
2024
Q2 | $351K | Buy |
1,157
+49
| +4% | +$14.9K | 0.26% | 80 |
|
|
2024
Q1 | $384K | Sell |
1,108
-34
| -3% | -$11.8K | 0.29% | 76 |
|
|
2023
Q4 | $401K | Sell |
1,142
-42
| -4% | -$14.7K | 0.33% | 69 |
|
|
2023
Q3 | $364K | Sell |
1,184
-43
| -4% | -$13.2K | 0.33% | 79 |
|
|
2023
Q2 | $379K | Buy |
1,227
+73
| +6% | +$22.5K | 0.35% | 76 |
|
|
2023
Q1 | $330K | Buy |
1,154
+22
| +2% | +$6.29K | 0.33% | 76 |
|
|
2022
Q4 | $302K | Sell |
1,132
-14
| -1% | -$3.73K | 0.33% | 73 |
|
|
2022
Q3 | $295K | Buy |
1,146
+146
| +15% | +$37.6K | 0.36% | 74 |
|
|
2022
Q2 | $278K | Sell |
1,000
-13
| -1% | -$3.61K | 0.33% | 78 |
|
|
2022
Q1 | $341K | Buy |
1,013
+123
| +14% | +$41.4K | 0.36% | 70 |
|
|
2021
Q4 | $369K | Buy |
+890
| New | +$369K | 0.37% | 55 |
|