GWM
GSB Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
5,254
-298
| -5% | -$89.1K | 0.38% | 82 |
|
|
2025
Q1 | $1.73M | Buy |
5,552
+35
| +0.6% | +$10.9K | 0.46% | 75 |
|
|
2024
Q4 | $1.94M | Sell |
5,517
-121
| -2% | -$42.6K | 0.5% | 72 |
|
|
2024
Q3 | $1.99M | Sell |
5,638
-96
| -2% | -$33.9K | 0.51% | 68 |
|
|
2024
Q2 | $1.74M | Buy |
5,734
+57
| +1% | +$17.3K | 0.47% | 72 |
|
|
2024
Q1 | $1.97M | Sell |
5,677
-53
| -0.9% | -$18.4K | 0.55% | 63 |
|
|
2023
Q4 | $2.01M | Sell |
5,730
-45
| -0.8% | -$15.8K | 0.62% | 53 |
|
|
2023
Q3 | $1.77M | Buy |
5,775
+39
| +0.7% | +$12K | 0.59% | 55 |
|
|
2023
Q2 | $1.77M | Buy |
5,736
+314
| +6% | +$96.9K | 0.58% | 57 |
|
|
2023
Q1 | $1.55M | Sell |
5,422
-7
| -0.1% | -$2K | 0.51% | 71 |
|
|
2022
Q4 | $1.45M | Sell |
5,429
-250
| -4% | -$66.7K | 0.52% | 69 |
|
|
2022
Q3 | $1.46M | Buy |
5,679
+53
| +0.9% | +$13.6K | 0.53% | 71 |
|
|
2022
Q2 | $1.56M | Sell |
5,626
-212
| -4% | -$58.9K | 0.53% | 68 |
|
|
2022
Q1 | $1.97M | Sell |
5,838
-409
| -7% | -$138K | 0.57% | 56 |
|
|
2021
Q4 | $2.59M | Buy |
6,247
+5,618
| +893% | +$2.33M | 0.74% | 39 |
|
|
2021
Q3 | $201K | Sell |
629
-5,521
| -90% | -$1.76M | 0.1% | 151 |
|
|
2021
Q2 | $1.81M | Sell |
6,150
-103
| -2% | -$30.4K | 0.56% | 57 |
|
|
2021
Q1 | $1.73M | Buy |
+6,253
| New | +$1.73M | 0.57% | 58 |
|
|
2020
Q4 | – | Sell |
-1,129
| Closed | -$255K | – | 51 |
|
|
2020
Q3 | $255K | Hold |
1,129
| – | – | 1.16% | 38 |
|
|
2020
Q2 | $242K | Buy |
+1,129
| New | +$242K | 1.35% | 32 |
|
|
2020
Q1 | – | Sell |
-1,129
| Closed | -$238K | – | 40 |
|
|
2019
Q4 | $238K | Hold |
1,129
| – | – | 0.98% | 41 |
|
|
2019
Q3 | $217K | Hold |
1,129
| – | – | 1.05% | 45 |
|
|
2019
Q2 | $209K | Buy |
+1,129
| New | +$209K | 1.09% | 43 |
|
|
2017
Q3 | – | Sell |
-3,110
| Closed | -$385K | – | 54 |
|
|
2017
Q2 | $385K | Hold |
3,110
| – | – | 1.74% | 14 |
|
|
2017
Q1 | $373K | Hold |
3,110
| – | – | 1.58% | 21 |
|
|
2016
Q4 | $364K | Buy |
+3,110
| New | +$364K | 1.42% | 26 |
|