GWMR
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 |
|