HNWA
Henrickson Nauta Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
1,404
+19
| +1% | +$5.68K | 0.15% | 50 |
|
|
2025
Q1 | $395K | Sell |
1,385
-11
| -0.8% | -$3.14K | 0.16% | 48 |
|
|
2024
Q4 | $491K | Buy |
1,396
+5
| +0.4% | +$1.76K | 0.2% | 45 |
|
|
2024
Q3 | $492K | Buy |
1,391
+6
| +0.4% | +$2.12K | 0.2% | 45 |
|
|
2024
Q2 | $420K | Hold |
1,385
| – | – | 0.18% | 49 |
|
|
2024
Q1 | $449K | Sell |
1,385
-4
| -0.3% | -$1.3K | 0.2% | 45 |
|
|
2023
Q4 | $487K | Buy |
1,389
+2
| +0.1% | +$702 | 0.24% | 42 |
|
|
2023
Q3 | $426K | Hold |
1,387
| – | – | 0.26% | 32 |
|
|
2023
Q2 | $428K | Hold |
1,387
| – | – | 0.29% | 33 |
|
|
2023
Q1 | $396K | Hold |
1,387
| – | – | 0.29% | 32 |
|
|
2022
Q4 | $370K | Hold |
1,387
| – | – | 0.29% | 32 |
|
|
2022
Q3 | $357K | Buy |
1,387
+4
| +0.3% | +$1.03K | 0.34% | 28 |
|
|
2022
Q2 | $384K | Hold |
1,383
| – | – | 0.35% | 27 |
|
|
2022
Q1 | $466K | Hold |
1,383
| – | – | 0.39% | 21 |
|
|
2021
Q4 | $469K | Buy |
+1,383
| New | +$469K | 0.38% | 22 |
|