HPWM
Highland Private Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,557
| Closed | -$658K | – | 4 |
|
|
2022
Q3 | $658K | Sell |
2,557
-495
| -16% | -$127K | 0.11% | 73 |
|
|
2022
Q2 | $848K | Buy |
3,052
+186
| +6% | +$51.7K | 0.13% | 61 |
|
|
2022
Q1 | $966K | Sell |
2,866
-47
| -2% | -$15.8K | 0.13% | 60 |
|
|
2021
Q4 | $1.21M | Buy |
2,913
+573
| +24% | +$238K | 0.15% | 52 |
|
|
2021
Q3 | $748K | Buy |
2,340
+44
| +2% | +$14.1K | 0.11% | 72 |
|
|
2021
Q2 | $677K | Buy |
2,296
+23
| +1% | +$6.78K | 0.1% | 72 |
|
|
2021
Q1 | $628K | Sell |
2,273
-86
| -4% | -$23.8K | 0.1% | 74 |
|
|
2020
Q4 | $616K | Buy |
2,359
+29
| +1% | +$7.57K | 0.11% | 70 |
|
|
2020
Q3 | $527K | Sell |
2,330
-17
| -0.7% | -$3.85K | 0.1% | 71 |
|
|
2020
Q2 | $504K | Buy |
2,347
+548
| +30% | +$118K | 0.11% | 68 |
|
|
2020
Q1 | $294K | Sell |
1,799
-20
| -1% | -$3.27K | 0.08% | 86 |
|
|
2019
Q4 | $383K | Buy |
1,819
+69
| +4% | +$14.5K | 0.09% | 79 |
|
|
2019
Q3 | $337K | Buy |
1,750
+304
| +21% | +$58.5K | 0.09% | 74 |
|
|
2019
Q2 | $268K | Buy |
1,446
+66
| +5% | +$12.2K | 0.08% | 91 |
|
|
2019
Q1 | $243K | Buy |
+1,380
| New | +$243K | 0.08% | 93 |
|
|
2018
Q4 | – | Sell |
-1,381
| Closed | -$235K | – | 100 |
|
|
2018
Q3 | $235K | Buy |
1,381
+35
| +3% | +$5.96K | 0.08% | 94 |
|
|
2018
Q2 | $221K | Buy |
+1,346
| New | +$221K | 0.08% | 92 |
|