KPWS
Kestra Private Wealth Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
44,485
+1,483
| +3% | +$443K | 0.19% | 119 |
|
|
2025
Q1 | $13.4M | Buy |
43,002
+248
| +0.6% | +$77.4K | 0.22% | 95 |
|
|
2024
Q4 | $15M | Sell |
42,754
-587
| -1% | -$207K | 0.26% | 84 |
|
|
2024
Q3 | $15.3M | Sell |
43,341
-84
| -0.2% | -$29.7K | 0.28% | 73 |
|
|
2024
Q2 | $13.2M | Sell |
43,425
-309
| -0.7% | -$93.8K | 0.26% | 83 |
|
|
2024
Q1 | $15.2M | Sell |
43,734
-527
| -1% | -$183K | 0.34% | 66 |
|
|
2023
Q4 | $15.5M | Buy |
44,261
+7,889
| +22% | +$2.77M | 0.4% | 57 |
|
|
2023
Q3 | $11.2M | Buy |
36,372
+5,330
| +17% | +$1.64M | 0.35% | 66 |
|
|
2023
Q2 | $9.58M | Buy |
31,042
+3,454
| +13% | +$1.07M | 0.33% | 73 |
|
|
2023
Q1 | $7.88M | Buy |
27,588
+6,087
| +28% | +$1.74M | 0.31% | 83 |
|
|
2022
Q4 | $5.74M | Sell |
21,501
-1,868
| -8% | -$498K | 0.29% | 95 |
|
|
2022
Q3 | $6.01M | Buy |
23,369
+3,315
| +17% | +$853K | 0.35% | 72 |
|
|
2022
Q2 | $5.57M | Buy |
20,054
+10,916
| +119% | +$3.03M | 0.32% | 79 |
|
|
2022
Q1 | $3.08M | Sell |
9,138
-153
| -2% | -$51.6K | 0.15% | 154 |
|
|
2021
Q4 | $3.85M | Sell |
9,291
-1,213
| -12% | -$503K | 0.18% | 128 |
|
|
2021
Q3 | $3.36M | Sell |
10,504
-294
| -3% | -$94.1K | 0.19% | 133 |
|
|
2021
Q2 | $3.18M | Buy |
10,798
+33
| +0.3% | +$9.73K | 0.19% | 126 |
|
|
2021
Q1 | $2.97M | Buy |
10,765
+538
| +5% | +$149K | 0.21% | 119 |
|
|
2020
Q4 | $2.63M | Buy |
10,227
+786
| +8% | +$202K | 0.19% | 128 |
|
|
2020
Q3 | $2.13M | Buy |
+9,441
| New | +$2.13M | 0.19% | 121 |
|