GWM
GoalFusion Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
1,260
| – | – | 0.19% | 20 |
|
|
2025
Q1 | $393K | Hold |
1,260
| – | – | 0.22% | 17 |
|
|
2024
Q4 | $443K | Hold |
1,260
| – | – | 0.24% | 18 |
|
|
2024
Q3 | $445K | Hold |
1,260
| – | – | 0.25% | 18 |
|
|
2024
Q2 | $382K | Hold |
1,260
| – | – | 0.24% | 19 |
|
|
2024
Q1 | $437K | Sell |
1,260
-100
| -7% | -$34.7K | 0.28% | 20 |
|
|
2023
Q4 | $477K | Sell |
1,360
-100
| -7% | -$35.1K | 0.33% | 16 |
|
|
2023
Q3 | $448K | Hold |
1,460
| – | – | 0.33% | 18 |
|
|
2023
Q2 | $451K | Buy |
+1,460
| New | +$451K | 0.33% | 17 |
|