GWMR
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GC Wealth Management RIA’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
7,512
+5,481
+270% +$1.64M 0.18% 125
2025
Q1
$634K Sell
2,031
-559
-22% -$174K 0.12% 156
2024
Q4
$911K Sell
2,590
-2,650
-51% -$932K 0.16% 114
2024
Q3
$1.85M Buy
5,240
+2,260
+76% +$799K 0.32% 68
2024
Q2
$904K Sell
2,980
-161
-5% -$48.8K 0.18% 109
2024
Q1
$1.09M Buy
3,141
+477
+18% +$165K 0.22% 93
2023
Q4
$935K Buy
+2,664
New +$935K 0.42% 64