HBWM
Hollow Brook Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
10,635
-55
| -0.5% | -$16.4K | 0.92% | 32 |
|
|
2025
Q1 | $3.34M | Sell |
10,690
-404
| -4% | -$126K | 0.98% | 30 |
|
|
2024
Q4 | $3.9M | Sell |
11,094
-374
| -3% | -$132K | 1.2% | 28 |
|
|
2024
Q3 | $4.05M | Buy |
11,468
+322
| +3% | +$114K | 1.2% | 27 |
|
|
2024
Q2 | $3.38M | Buy |
11,146
+1,071
| +11% | +$325K | 1.15% | 28 |
|
|
2024
Q1 | $3.49M | Buy |
10,075
+65
| +0.6% | +$22.5K | 1.29% | 26 |
|
|
2023
Q4 | $3.51M | Sell |
10,010
-316
| -3% | -$111K | 1.4% | 23 |
|
|
2023
Q3 | $3.17M | Sell |
10,326
-6
| -0.1% | -$1.84K | 1.32% | 23 |
|
|
2023
Q2 | $3.19M | Buy |
10,332
+5,179
| +101% | +$1.6M | 1.38% | 23 |
|
|
2023
Q1 | $1.47M | Buy |
5,153
+138
| +3% | +$39.4K | 0.7% | 41 |
|
|
2022
Q4 | $1.34M | Buy |
5,015
+218
| +5% | +$58.2K | 0.64% | 40 |
|
|
2022
Q3 | $1.23M | Buy |
4,797
+3
| +0.1% | +$772 | 0.7% | 37 |
|
|
2022
Q2 | $1.33M | Sell |
4,794
-385
| -7% | -$107K | 0.73% | 35 |
|
|
2022
Q1 | $1.75M | Buy |
5,179
+2,457
| +90% | +$829K | 0.78% | 32 |
|
|
2021
Q4 | $1.13M | Buy |
2,722
+84
| +3% | +$34.8K | 0.58% | 40 |
|
|
2021
Q3 | $844K | Sell |
2,638
-57
| -2% | -$18.2K | 0.52% | 44 |
|
|
2021
Q2 | $794K | Buy |
2,695
+16
| +0.6% | +$4.71K | 0.49% | 39 |
|
|
2021
Q1 | $740K | Buy |
+2,679
| New | +$740K | 0.49% | 34 |
|