JWM
JGP Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Sell |
3,066
-91
| -3% | -$27.2K | 0.11% | 103 |
|
|
2025
Q1 | $985K | Buy |
3,157
+309
| +11% | +$96.4K | 0.13% | 94 |
|
|
2024
Q4 | $1M | Buy |
2,848
+58
| +2% | +$20.4K | 0.13% | 95 |
|
|
2024
Q3 | $986K | Buy |
2,790
+170
| +6% | +$60.1K | 0.13% | 92 |
|
|
2024
Q2 | $795K | Buy |
2,620
+141
| +6% | +$42.8K | 0.11% | 96 |
|
|
2024
Q1 | $859K | Sell |
2,479
-35
| -1% | -$12.1K | 0.12% | 94 |
|
|
2023
Q4 | $882K | Buy |
2,514
+13
| +0.5% | +$4.56K | 0.13% | 93 |
|
|
2023
Q3 | $768K | Buy |
2,501
+39
| +2% | +$12K | 0.13% | 94 |
|
|
2023
Q2 | $760K | Sell |
2,462
-13
| -0.5% | -$4.01K | 0.12% | 95 |
|
|
2023
Q1 | $707K | Sell |
2,475
-10
| -0.4% | -$2.86K | 0.12% | 96 |
|
|
2022
Q4 | $663K | Buy |
2,485
+29
| +1% | +$7.74K | 0.12% | 97 |
|
|
2022
Q3 | $638K | Buy |
2,456
+3
| +0.1% | +$779 | 0.13% | 93 |
|
|
2022
Q2 | $677K | Buy |
2,453
+42
| +2% | +$11.6K | 0.14% | 90 |
|
|
2022
Q1 | $817K | Sell |
2,411
-195
| -7% | -$66.1K | 0.15% | 87 |
|
|
2021
Q4 | $1.04M | Buy |
2,606
+494
| +23% | +$196K | 0.19% | 75 |
|
|
2021
Q3 | $676K | Buy |
2,112
+161
| +8% | +$51.5K | 0.15% | 86 |
|
|
2021
Q2 | $575K | Buy |
1,951
+209
| +12% | +$61.6K | 0.12% | 91 |
|
|
2021
Q1 | $481K | Buy |
1,742
+61
| +4% | +$16.8K | 0.11% | 98 |
|
|
2020
Q4 | $425K | Buy |
1,681
+278
| +20% | +$70.3K | 0.1% | 99 |
|
|
2020
Q3 | $314K | Buy |
1,403
+237
| +20% | +$53K | 0.08% | 105 |
|
|
2020
Q2 | $255K | Buy |
+1,166
| New | +$255K | 0.08% | 110 |
|
|
2020
Q1 | – | Sell |
-983
| Closed | -$205K | – | 122 |
|
|
2019
Q4 | $205K | Buy |
+983
| New | +$205K | 0.06% | 131 |
|
|
2018
Q3 | – | Sell |
-1,490
| Closed | -$244K | – | 118 |
|
|
2018
Q2 | $244K | Buy |
+1,490
| New | +$244K | 0.1% | 106 |
|