GWA
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Gratus Wealth Advisors’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$948K Sell
3,171
-163
-5% -$48.7K 0.14% 62
2025
Q1
$1.04M Sell
3,334
-148
-4% -$46.2K 0.17% 53
2024
Q4
$1.22M Sell
3,482
-1,263
-27% -$444K 0.2% 48
2024
Q3
$1.69M Sell
4,745
-115
-2% -$41K 0.28% 39
2024
Q2
$1.6M Sell
4,860
-40
-0.8% -$13.2K 0.28% 40
2024
Q1
$1.55M Sell
4,900
-12
-0.2% -$3.79K 0.28% 40
2023
Q4
$1.72M Buy
+4,912
New +$1.72M 0.34% 38