HWA
HHM Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
2,077
-33
| -2% | -$9.86K | 0.07% | 97 |
|
|
2025
Q1 | $658K | Sell |
2,110
-10
| -0.5% | -$3.12K | 0.09% | 83 |
|
|
2024
Q4 | $746K | Buy |
2,120
+1,846
| +674% | +$649K | 0.1% | 76 |
|
|
2024
Q3 | $96.9K | Buy |
274
+84
| +44% | +$29.7K | 0.01% | 247 |
|
|
2024
Q2 | $57.6K | Sell |
190
-6
| -3% | -$1.82K | 0.01% | 317 |
|
|
2024
Q1 | $67.9K | Hold |
196
| – | – | 0.01% | 262 |
|
|
2023
Q4 | $68.8K | Buy |
196
+100
| +104% | +$35.1K | 0.01% | 248 |
|
|
2023
Q3 | $29.5K | Hold |
96
| – | – | 0.01% | 347 |
|
|
2023
Q2 | $29.6K | Sell |
96
-65
| -40% | -$20.1K | 0.01% | 363 |
|
|
2023
Q1 | $46K | Buy |
+161
| New | +$46K | 0.01% | 288 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$4K | – | 640 |
|
|
2022
Q2 | $4K | Sell |
16
-9
| -36% | -$2.25K | ﹤0.01% | 654 |
|
|
2022
Q1 | $8K | Sell |
25
-50
| -67% | -$16K | ﹤0.01% | 557 |
|
|
2021
Q4 | $31K | Buy |
+75
| New | +$31K | 0.01% | 362 |
|
|
2021
Q2 | – | Sell |
-176
| Closed | -$49K | – | 612 |
|
|
2021
Q1 | $49K | Hold |
176
| – | – | 0.02% | 278 |
|
|
2020
Q4 | $46K | Hold |
176
| – | – | 0.02% | 267 |
|
|
2020
Q3 | $40K | Hold |
176
| – | – | 0.02% | 246 |
|
|
2020
Q2 | $38K | Hold |
176
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $29K | Buy |
+176
| New | +$29K | 0.01% | 262 |
|