FWM
FFT Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,158
| Closed | -$407K | – | 100 |
|
|
2024
Q4 | $407K | Sell |
1,158
-145
| -11% | -$51K | 0.03% | 108 |
|
|
2024
Q3 | $460K | Buy |
1,303
+192
| +17% | +$67.9K | 0.03% | 93 |
|
|
2024
Q2 | $337K | Sell |
1,111
-708
| -39% | -$215K | 0.03% | 108 |
|
|
2024
Q1 | $630K | Buy |
1,819
+170
| +10% | +$58.9K | 0.05% | 67 |
|
|
2023
Q4 | $579K | Buy |
1,649
+137
| +9% | +$48.1K | 0.05% | 58 |
|
|
2023
Q3 | $464K | Buy |
1,512
+109
| +8% | +$33.5K | 0.06% | 48 |
|
|
2023
Q2 | $433K | Buy |
1,403
+174
| +14% | +$53.7K | 0.05% | 46 |
|
|
2023
Q1 | $351K | Hold |
1,229
| – | – | 0.04% | 53 |
|
|
2022
Q4 | $328K | Sell |
1,229
-85
| -6% | -$22.7K | 0.04% | 54 |
|
|
2022
Q3 | $338K | Buy |
+1,314
| New | +$338K | 0.05% | 49 |
|
|
2021
Q4 | – | Sell |
-4,383
| Closed | -$1.4M | – | 60 |
|
|
2021
Q3 | $1.4M | Buy |
4,383
+3,440
| +365% | +$1.1M | 0.13% | 32 |
|
|
2021
Q2 | $278K | Buy |
+943
| New | +$278K | 0.06% | 49 |
|