GFWA
Grey Fox Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,180
-114
| -9% | -$34.1K | 0.08% | 97 |
|
|
2025
Q1 | $404K | Sell |
1,294
-66
| -5% | -$20.6K | 0.11% | 91 |
|
|
2024
Q4 | $478K | Hold |
1,360
| – | – | 0.13% | 88 |
|
|
2024
Q3 | $481K | Hold |
1,360
| – | – | 0.13% | 86 |
|
|
2024
Q2 | $413K | Buy |
1,360
+71
| +6% | +$21.5K | 0.15% | 85 |
|
|
2024
Q1 | $447K | Sell |
1,289
-120
| -9% | -$41.6K | 0.17% | 78 |
|
|
2023
Q4 | $494K | Buy |
1,409
+6
| +0.4% | +$2.11K | 0.21% | 66 |
|
|
2023
Q3 | $431K | Sell |
1,403
-9
| -0.6% | -$2.76K | 0.22% | 71 |
|
|
2023
Q2 | $436K | Sell |
1,412
-579
| -29% | -$179K | 0.22% | 68 |
|
|
2023
Q1 | $569K | Buy |
1,991
+1
| +0.1% | +$286 | 0.34% | 50 |
|
|
2022
Q4 | $531K | Buy |
+1,990
| New | +$531K | 0.35% | 47 |
|