JWCA
J.W. Coons Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Buy |
21,498
+4,424
| +26% | +$1.32M | 1.45% | 13 |
|
|
2025
Q1 | $5.33M | Buy |
17,074
+314
| +2% | +$98K | 1.41% | 12 |
|
|
2024
Q4 | $5.9M | Sell |
16,760
-143
| -0.8% | -$50.3K | 1.51% | 9 |
|
|
2024
Q3 | $5.97M | Sell |
16,903
-660
| -4% | -$233K | 1.49% | 10 |
|
|
2024
Q2 | $5.33M | Buy |
17,563
+49
| +0.3% | +$14.9K | 1.29% | 12 |
|
|
2024
Q1 | $6.07M | Buy |
17,514
+2,126
| +14% | +$737K | 1.37% | 7 |
|
|
2023
Q4 | $5.4M | Buy |
15,388
+31
| +0.2% | +$10.9K | 1.46% | 8 |
|
|
2023
Q3 | $4.72M | Sell |
15,357
-825
| -5% | -$253K | 1.36% | 9 |
|
|
2023
Q2 | $4.99M | Buy |
16,182
+1
| +0% | +$309 | 1.36% | 9 |
|
|
2023
Q1 | $4.62M | Sell |
16,181
-330
| -2% | -$94.3K | 1.33% | 11 |
|
|
2022
Q4 | $4.41M | Buy |
16,511
+1,575
| +11% | +$420K | 1.32% | 13 |
|
|
2022
Q3 | $3.84M | Buy |
14,936
+722
| +5% | +$186K | 1.45% | 12 |
|
|
2022
Q2 | $3.95M | Sell |
14,214
-591
| -4% | -$164K | 1.4% | 9 |
|
|
2022
Q1 | $5.03M | Buy |
14,805
+1,515
| +11% | +$515K | 1.5% | 7 |
|
|
2021
Q4 | $5.5M | Buy |
13,290
+352
| +3% | +$146K | 1.66% | 7 |
|
|
2021
Q3 | $4.14M | Sell |
12,938
-149
| -1% | -$47.7K | 1.42% | 9 |
|
|
2021
Q2 | $3.85M | Sell |
13,087
-148
| -1% | -$43.5K | 1.36% | 11 |
|
|
2021
Q1 | $3.66M | Sell |
13,235
-116
| -0.9% | -$32.1K | 1.31% | 15 |
|
|
2020
Q4 | $3.48M | Buy |
13,351
+11
| +0.1% | +$2.87K | 1.33% | 15 |
|
|
2020
Q3 | $3.02M | Buy |
13,340
+102
| +0.8% | +$23.1K | 1.26% | 18 |
|
|
2020
Q2 | $2.83M | Buy |
13,238
+253
| +2% | +$54.2K | 1.26% | 17 |
|
|
2020
Q1 | $2.12M | Buy |
+12,985
| New | +$2.12M | 1.11% | 22 |
|