JWM
Janiczek Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $589K | Sell |
1,941
-518
| -21% | -$157K | 0.12% | 74 |
|
|
2024
Q1 | $852K | Buy |
2,459
+186
| +8% | +$64.5K | 0.18% | 49 |
|
|
2023
Q4 | $798K | Buy |
2,273
+212
| +10% | +$74.4K | 0.19% | 45 |
|
|
2023
Q3 | $633K | Buy |
2,061
+6
| +0.3% | +$1.84K | 0.17% | 49 |
|
|
2023
Q2 | $634K | Sell |
2,055
-116
| -5% | -$35.8K | 0.17% | 45 |
|
|
2023
Q1 | $607K | Sell |
2,171
-392
| -15% | -$110K | 0.17% | 44 |
|
|
2022
Q4 | $728K | Buy |
2,563
+346
| +16% | +$98.3K | 0.2% | 42 |
|
|
2022
Q3 | $572K | Sell |
2,217
-399
| -15% | -$103K | 0.19% | 40 |
|
|
2022
Q2 | $801K | Buy |
2,616
+174
| +7% | +$53.3K | 0.24% | 39 |
|
|
2022
Q1 | $823K | Buy |
2,442
+23
| +1% | +$7.75K | 0.23% | 36 |
|
|
2021
Q4 | $1M | Sell |
2,419
-59
| -2% | -$24.5K | 0.3% | 32 |
|
|
2021
Q3 | $793K | Buy |
2,478
+455
| +22% | +$146K | 0.28% | 32 |
|
|
2021
Q2 | $596K | Buy |
2,023
+145
| +8% | +$42.7K | 0.22% | 36 |
|
|
2021
Q1 | $519K | Buy |
1,878
+593
| +46% | +$164K | 0.21% | 37 |
|
|
2020
Q4 | $336K | Buy |
1,285
+1,035
| +414% | +$271K | 0.16% | 39 |
|
|
2020
Q3 | $56K | Buy |
250
+200
| +400% | +$44.8K | 0.03% | 91 |
|
|
2020
Q2 | $11K | Buy |
+50
| New | +$11K | 0.01% | 140 |
|