JWM
JPL Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,881
| Closed | -$3.4M | – | 113 |
|
|
2025
Q1 | $3.4M | Buy |
10,881
+353
| +3% | +$110K | 0.97% | 47 |
|
|
2024
Q4 | $3.7M | Buy |
+10,528
| New | +$3.7M | 1.06% | 32 |
|
|
2024
Q2 | $2.11M | Buy |
6,959
+675
| +11% | +$205K | 1.03% | 46 |
|
|
2024
Q1 | $2.18M | Buy |
6,284
+1,614
| +35% | +$559K | 1.2% | 35 |
|
|
2023
Q4 | $1.64M | Buy |
+4,670
| New | +$1.64M | 1.18% | 31 |
|