EWM
Executive Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.48M | Buy |
24,114
+1,326
| +6% | +$466K | 0.66% | 46 |
|
|
2024
Q3 | $8.06M | Sell |
22,788
-1,438
| -6% | -$508K | 0.63% | 49 |
|
|
2024
Q2 | $7.35M | Buy |
24,226
+3,035
| +14% | +$921K | 1.35% | 24 |
|
|
2024
Q1 | $7.19M | Sell |
21,191
-4,611
| -18% | -$1.56M | 0.63% | 57 |
|
|
2023
Q4 | $9.05M | Sell |
25,802
-210
| -0.8% | -$73.7K | 0.85% | 37 |
|
|
2023
Q3 | $7.99M | Buy |
26,012
+637
| +3% | +$196K | 0.83% | 41 |
|
|
2023
Q2 | $7.83M | Buy |
25,375
+7,203
| +40% | +$2.22M | 0.81% | 41 |
|
|
2023
Q1 | $5.19M | Buy |
18,172
+866
| +5% | +$248K | 0.58% | 61 |
|
|
2022
Q4 | $4.62M | Buy |
17,306
+12,975
| +300% | +$3.46M | 0.57% | 56 |
|
|
2022
Q3 | $4.33K | Sell |
4,331
-12,277
| -74% | -$12.3K | 0.6% | 54 |
|
|
2022
Q2 | $4.61M | Sell |
16,608
-1,181
| -7% | -$328K | 0.62% | 51 |
|
|
2022
Q1 | $6M | Sell |
17,789
-6,650
| -27% | -$2.24M | 0.65% | 54 |
|
|
2021
Q4 | $10.1M | Buy |
24,439
+872
| +4% | +$361K | 1.01% | 24 |
|
|
2021
Q3 | $7.54M | Buy |
23,567
+32
| +0.1% | +$10.2K | 0.83% | 29 |
|
|
2021
Q2 | $6.94M | Buy |
23,535
+1,763
| +8% | +$520K | 0.76% | 34 |
|
|
2021
Q1 | $6.01M | Sell |
21,772
-1,252
| -5% | -$346K | 0.71% | 37 |
|
|
2020
Q4 | $6.01M | Buy |
23,024
+2,553
| +12% | +$667K | 0.74% | 30 |
|
|
2020
Q3 | $4.63M | Buy |
20,471
+385
| +2% | +$87K | 0.64% | 35 |
|
|
2020
Q2 | $4.31M | Sell |
20,086
-2,528
| -11% | -$543K | 0.65% | 32 |
|
|
2020
Q1 | $3.69M | Sell |
22,614
-1,802
| -7% | -$294K | 0.66% | 34 |
|
|
2019
Q4 | $5.14M | Buy |
24,416
+1,600
| +7% | +$337K | 0.7% | 33 |
|
|
2019
Q3 | $4.39M | Buy |
22,816
+1,661
| +8% | +$319K | 0.67% | 36 |
|
|
2019
Q2 | $3.91M | Buy |
21,155
+1,235
| +6% | +$228K | 0.55% | 42 |
|
|
2019
Q1 | $3.51M | Buy |
19,920
+1,115
| +6% | +$196K | 0.63% | 34 |
|
|
2018
Q4 | $2.65M | Buy |
+18,805
| New | +$2.65M | 0.47% | 47 |
|