GWM
Guardian Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.73K | – | 246 |
|
|
2024
Q1 | $1.73K | Sell |
5
-7,974
| -100% | -$2.76M | ﹤0.01% | 213 |
|
|
2023
Q4 | $2.8M | Sell |
7,979
-201
| -2% | -$70.5K | 2.37% | 13 |
|
|
2023
Q3 | $2.51M | Sell |
8,180
-17
| -0.2% | -$5.22K | 2.35% | 11 |
|
|
2023
Q2 | $2.53M | Buy |
8,197
+203
| +3% | +$62.6K | 2.31% | 11 |
|
|
2023
Q1 | $2.28M | Buy |
7,994
+161
| +2% | +$46K | 2.2% | 14 |
|
|
2022
Q4 | $2.09M | Buy |
7,833
+148
| +2% | +$39.5K | 2.06% | 16 |
|
|
2022
Q3 | $1.98M | Buy |
7,685
+108
| +1% | +$27.8K | 2.24% | 11 |
|
|
2022
Q2 | $2.1M | Buy |
7,577
+285
| +4% | +$79.1K | 2.26% | 9 |
|
|
2022
Q1 | $2.46M | Buy |
7,292
+41
| +0.6% | +$13.8K | 2.44% | 6 |
|
|
2021
Q4 | $3.01M | Buy |
+7,251
| New | +$3.01M | 2.89% | 6 |
|