EWM
EPG Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 424 |
|
|
2024
Q2 | – | Sell |
-2,085
| Closed | -$723K | – | 144 |
|
|
2024
Q1 | $723K | Buy |
2,085
+146
| +8% | +$50.6K | 0.18% | 143 |
|
|
2023
Q4 | $704K | Buy |
1,939
+114
| +6% | +$41.4K | 0.19% | 136 |
|
|
2023
Q3 | $561K | Buy |
1,825
+110
| +6% | +$33.8K | 0.17% | 141 |
|
|
2023
Q2 | $529K | Buy |
1,715
+144
| +9% | +$44.4K | 0.16% | 145 |
|
|
2023
Q1 | $449K | Buy |
1,571
+656
| +72% | +$188K | 0.14% | 149 |
|
|
2022
Q4 | $244K | Sell |
915
-4
| -0.4% | -$1.07K | 0.09% | 184 |
|
|
2022
Q3 | $236K | Buy |
919
+69
| +8% | +$17.7K | 0.1% | 179 |
|
|
2022
Q2 | $236K | Buy |
850
+9
| +1% | +$2.5K | 0.1% | 187 |
|
|
2022
Q1 | $284K | Buy |
841
+166
| +25% | +$56.1K | 0.1% | 183 |
|
|
2021
Q4 | $280K | Buy |
675
+26
| +4% | +$10.8K | 0.1% | 179 |
|
|
2021
Q3 | $208K | Buy |
+649
| New | +$208K | 0.08% | 204 |
|
|
2020
Q2 | – | Sell |
-395
| Closed | -$65K | – | 147 |
|
|
2020
Q1 | $65K | Buy |
395
+129
| +48% | +$21.2K | 0.05% | 239 |
|
|
2019
Q4 | $56K | Buy |
+266
| New | +$56K | 0.04% | 223 |
|