GWANC
Guardian Wealth Advisors (North Carolina)’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
3,308
+179
| +6% | +$53.5K | 0.07% | 145 |
|
|
2025
Q1 | $976K | Buy |
3,129
+36
| +1% | +$11.2K | 0.08% | 130 |
|
|
2024
Q4 | $1.09M | Buy |
3,093
+208
| +7% | +$73.2K | 0.09% | 121 |
|
|
2024
Q3 | $1.02M | Sell |
2,885
-37
| -1% | -$13.1K | 0.11% | 103 |
|
|
2024
Q2 | $887K | Sell |
2,922
-10
| -0.3% | -$3.03K | 0.1% | 110 |
|
|
2024
Q1 | $1.02M | Buy |
2,932
+1,052
| +56% | +$365K | 0.12% | 99 |
|
|
2023
Q4 | $660K | Sell |
1,880
-70
| -4% | -$24.6K | 0.1% | 114 |
|
|
2023
Q3 | $599K | Sell |
1,950
-25
| -1% | -$7.68K | 0.1% | 110 |
|
|
2023
Q2 | $609K | Buy |
1,975
+272
| +16% | +$83.9K | 0.1% | 104 |
|
|
2023
Q1 | $487K | Buy |
1,703
+289
| +20% | +$82.6K | 0.09% | 122 |
|
|
2022
Q4 | $377K | Sell |
1,414
-25
| -2% | -$6.67K | 0.07% | 135 |
|
|
2022
Q3 | $370K | Sell |
1,439
-403
| -22% | -$104K | 0.07% | 124 |
|
|
2022
Q2 | $511K | Sell |
1,842
-1,955
| -51% | -$542K | 0.09% | 105 |
|
|
2022
Q1 | $1.28M | Buy |
3,797
+127
| +3% | +$42.8K | 0.55% | 39 |
|
|
2021
Q4 | $1.52M | Buy |
+3,670
| New | +$1.52M | 0.65% | 35 |
|