IWA
IVC Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
780
+88
| +13% | +$26.3K | 0.11% | 152 |
|
|
2025
Q1 | $216K | Buy |
+692
| New | +$216K | 0.12% | 148 |
|
|
2024
Q4 | – | Sell |
-675
| Closed | -$239K | – | 152 |
|
|
2024
Q3 | $239K | Sell |
675
-502
| -43% | -$177K | 0.13% | 144 |
|
|
2024
Q2 | $357K | Sell |
1,177
-2
| -0.2% | -$607 | 0.2% | 106 |
|
|
2024
Q1 | $409K | Buy |
1,179
+49
| +4% | +$17K | 0.24% | 99 |
|
|
2023
Q4 | $397K | Buy |
1,130
+1
| +0.1% | +$351 | 0.25% | 91 |
|
|
2023
Q3 | $347K | Buy |
1,129
+13
| +1% | +$3.99K | 0.23% | 101 |
|
|
2023
Q2 | $344K | Sell |
1,116
-43
| -4% | -$13.3K | 0.22% | 101 |
|
|
2023
Q1 | $331K | Sell |
1,159
-14
| -1% | -$4K | 0.23% | 99 |
|
|
2022
Q4 | $313K | Sell |
1,173
-34
| -3% | -$9.07K | 0.23% | 105 |
|
|
2022
Q3 | $311K | Sell |
1,207
-12
| -1% | -$3.09K | 0.25% | 94 |
|
|
2022
Q2 | $338K | Sell |
1,219
-127
| -9% | -$35.2K | 0.26% | 96 |
|
|
2022
Q1 | $454K | Sell |
1,346
-375
| -22% | -$126K | 0.3% | 83 |
|
|
2021
Q4 | $713K | Buy |
1,721
+7
| +0.4% | +$2.9K | 0.46% | 57 |
|
|
2021
Q3 | $548K | Sell |
1,714
-203
| -11% | -$64.9K | 0.38% | 71 |
|
|
2021
Q2 | $565K | Buy |
1,917
+76
| +4% | +$22.4K | 0.4% | 70 |
|
|
2021
Q1 | $509K | Buy |
1,841
+275
| +18% | +$76K | 0.4% | 72 |
|
|
2020
Q4 | $409K | Buy |
+1,566
| New | +$409K | 0.39% | 71 |
|