FWA
FSM Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
2,628
+58
| +2% | +$17.4K | 0.13% | 103 |
|
|
2025
Q1 | $802K | Buy |
2,570
+98
| +4% | +$30.6K | 0.18% | 76 |
|
|
2024
Q4 | $867K | Buy |
2,472
+80
| +3% | +$28.1K | 0.21% | 64 |
|
|
2024
Q3 | $846K | Buy |
2,392
+87
| +4% | +$30.8K | 0.22% | 66 |
|
|
2024
Q2 | $699K | Buy |
2,305
+22
| +1% | +$6.68K | 0.23% | 70 |
|
|
2024
Q1 | $791K | Buy |
2,283
+14
| +0.6% | +$4.85K | 0.28% | 61 |
|
|
2023
Q4 | $796K | Buy |
2,269
+17
| +0.8% | +$5.97K | 0.34% | 55 |
|
|
2023
Q3 | $692K | Sell |
2,252
-404
| -15% | -$124K | 0.35% | 57 |
|
|
2023
Q2 | $823K | Buy |
2,656
+38
| +1% | +$11.8K | 0.41% | 52 |
|
|
2023
Q1 | $748K | Buy |
2,618
+41
| +2% | +$11.7K | 0.43% | 53 |
|
|
2022
Q4 | $688K | Sell |
2,577
-583
| -18% | -$156K | 0.49% | 51 |
|
|
2022
Q3 | $813K | Buy |
3,160
+28
| +0.9% | +$7.2K | 0.68% | 42 |
|
|
2022
Q2 | $972K | Buy |
+3,132
| New | +$972K | 0.96% | 35 |
|