GWA
GGM Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,200
| Closed | -$816K | – | 131 |
|
|
2023
Q4 | $816K | Hold |
2,200
| – | – | 0.34% | 57 |
|
|
2023
Q3 | $676K | Hold |
2,200
| – | – | 0.29% | 62 |
|
|
2023
Q2 | $681K | Buy |
+2,200
| New | +$681K | 0.28% | 63 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$592K | – | 61 |
|
|
2022
Q4 | $592K | Hold |
2,200
| – | – | 0.31% | 66 |
|
|
2022
Q3 | $617K | Hold |
2,200
| – | – | 0.33% | 61 |
|
|
2022
Q2 | $602K | Hold |
2,200
| – | – | 0.34% | 58 |
|
|
2022
Q1 | $705K | Buy |
+2,200
| New | +$705K | 0.35% | 58 |
|