IWS
Insight Wealth Strategies’s Accenture ACN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.22M | Buy |
13,931
+3,016
| +28% | +$913K | 0.53% | 61 |
|
2025
Q1 | $3.41M | Buy |
10,915
+317
| +3% | +$98.9K | 0.46% | 68 |
|
2024
Q4 | $3.73M | Buy |
10,598
+260
| +3% | +$91.5K | 0.5% | 66 |
|
2024
Q3 | $3.65M | Buy |
10,338
+2,699
| +35% | +$954K | 0.48% | 59 |
|
2024
Q2 | $2.32M | Buy |
7,639
+2,115
| +38% | +$642K | 0.33% | 74 |
|
2024
Q1 | $1.91M | Buy |
+5,524
| New | +$1.91M | 0.28% | 96 |
|
2021
Q2 | – | Sell |
-1,249
| Closed | -$345K | – | 183 |
|
2021
Q1 | $345K | Sell |
1,249
-12
| -1% | -$3.32K | 0.05% | 167 |
|
2020
Q4 | $329K | Buy |
1,261
+6
| +0.5% | +$1.57K | 0.06% | 155 |
|
2020
Q3 | $284K | Buy |
1,255
+76
| +6% | +$17.2K | 0.05% | 150 |
|
2020
Q2 | $253K | Buy |
+1,179
| New | +$253K | 0.06% | 144 |
|