HWM
Hohimer Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
798
+10
| +1% | +$2.99K | 0.04% | 214 |
|
|
2025
Q1 | $246K | Hold |
788
| – | – | 0.05% | 212 |
|
|
2024
Q4 | $277K | Hold |
788
| – | – | 0.05% | 188 |
|
|
2024
Q3 | $279K | Buy |
+788
| New | +$279K | 0.06% | 177 |
|
|
2024
Q2 | – | Sell |
-651
| Closed | -$226K | – | 216 |
|
|
2024
Q1 | $226K | Sell |
651
-9
| -1% | -$3.12K | 0.05% | 211 |
|
|
2023
Q4 | $232K | Hold |
660
| – | – | 0.06% | 180 |
|
|
2023
Q3 | $203K | Hold |
660
| – | – | 0.06% | 181 |
|
|
2023
Q2 | $204K | Sell |
660
-60
| -8% | -$18.5K | 0.06% | 180 |
|
|
2023
Q1 | $206K | Buy |
+720
| New | +$206K | 0.06% | 176 |
|
|
2022
Q2 | – | Sell |
-741
| Closed | -$250K | – | 199 |
|
|
2022
Q1 | $250K | Sell |
741
-52
| -7% | -$17.5K | 0.05% | 178 |
|
|
2021
Q4 | $329K | Hold |
793
| – | – | 0.07% | 161 |
|
|
2021
Q3 | $254K | Sell |
793
-36
| -4% | -$11.5K | 0.05% | 159 |
|
|
2021
Q2 | $244K | Sell |
829
-68
| -8% | -$20K | 0.05% | 168 |
|
|
2021
Q1 | $248K | Sell |
897
-333
| -27% | -$92.1K | 0.06% | 158 |
|
|
2020
Q4 | $321K | Sell |
1,230
-74
| -6% | -$19.3K | 0.09% | 154 |
|
|
2020
Q3 | $295K | Sell |
1,304
-4,610
| -78% | -$1.04M | 0.08% | 157 |
|
|
2020
Q2 | $1.27M | Buy |
5,914
+2,681
| +83% | +$576K | 0.44% | 81 |
|
|
2020
Q1 | $580K | Buy |
3,233
+51
| +2% | +$9.15K | 0.25% | 129 |
|
|
2019
Q4 | $670K | Buy |
+3,182
| New | +$670K | 0.23% | 150 |
|