IWP
Insight Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
2,450
+16
| +0.7% | +$4.78K | 0.28% | 54 |
|
|
2025
Q1 | $760K | Sell |
2,434
-5
| -0.2% | -$1.56K | 0.13% | 52 |
|
|
2024
Q4 | $858K | Buy |
2,439
+13
| +0.5% | +$4.57K | 0.12% | 41 |
|
|
2024
Q3 | $858K | Sell |
2,426
-232
| -9% | -$82K | 0.17% | 42 |
|
|
2024
Q2 | $806K | Sell |
2,658
-450
| -14% | -$137K | 0.14% | 36 |
|
|
2024
Q1 | $1.08M | Sell |
3,108
-818
| -21% | -$284K | 0.19% | 30 |
|
|
2023
Q4 | $1.38M | Hold |
3,926
| – | – | 0.24% | 23 |
|
|
2023
Q3 | $1.21M | Hold |
3,926
| – | – | 0.23% | 22 |
|
|
2023
Q2 | $1.21M | Hold |
3,926
| – | – | 0.28% | 24 |
|
|
2023
Q1 | $1.12M | Hold |
3,926
| – | – | 0.25% | 22 |
|
|
2022
Q4 | $1.05M | Hold |
3,926
| – | – | 0.78% | 21 |
|
|
2022
Q3 | $1.01M | Hold |
3,926
| – | – | 0.95% | 21 |
|
|
2022
Q2 | $1.09M | Buy |
3,926
+2,618
| +200% | +$727K | 0.82% | 20 |
|
|
2022
Q1 | $441K | Hold |
1,308
| – | – | 0.24% | 44 |
|
|
2021
Q4 | $542K | Hold |
1,308
| – | – | 0.1% | 42 |
|
|
2021
Q3 | $418K | Hold |
1,308
| – | – | 0.22% | 39 |
|
|
2021
Q2 | $386K | Sell |
1,308
-78
| -6% | -$23K | 0.21% | 41 |
|
|
2021
Q1 | $383K | Sell |
1,386
-91
| -6% | -$25.1K | 0.19% | 39 |
|
|
2020
Q4 | $386K | Hold |
1,477
| – | – | 0.24% | 39 |
|
|
2020
Q3 | $334K | Buy |
1,477
+91
| +7% | +$20.6K | 0.32% | 38 |
|
|
2020
Q2 | $298K | Hold |
1,386
| – | – | 0.31% | 32 |
|
|
2020
Q1 | $226K | Hold |
1,386
| – | – | 0.29% | 33 |
|
|
2019
Q4 | $292K | Buy |
+1,386
| New | +$292K | 0.29% | 35 |
|