Keudell/Morrison Wealth Management’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Sell	2,116 -62	-3%	-$14.4K	0.09%	148
2025 Q4	$584K	Buy	+2,178	New	+$553K	0.12%	113
2025 Q2	$770K	Sell	2,575 -24	-0.9%	-$7.31K	0.17%	81
2025 Q1	$811K	Sell	2,599 -5	-0.2%	-$1.77K	0.19%	76
2024 Q4	$916K	Sell	2,604 -3	-0.1%	-$1.08K	0.24%	69
2024 Q3	$922K	Sell	2,607 -53	-2%	-$17.4K	0.25%	71
2024 Q2	$807K	Buy	2,660 +144	+6%	+$44.1K	0.24%	78
2024 Q1	$872K	Sell	2,516 -3	-0.1%	-$1.09K	0.26%	72
2023 Q4	$884K	Buy	2,519 +93	+4%	+$30K	0.29%	67
2023 Q3	$745K	Sell	2,426 -33	-1%	-$10.4K	0.23%	74
2023 Q2	$759K	Sell	2,459 -12	-0.5%	-$3.49K	0.22%	73
2023 Q1	$706K	Sell	2,471 -150	-6%	-$40.9K	0.21%	81
2022 Q4	$699K	Sell	2,621 -21	-0.8%	-$5.81K	0.22%	80
2022 Q3	$680K	Sell	2,642 -149	-5%	-$43.1K	0.25%	77
2022 Q2	$775K	Sell	2,791 -120	-4%	-$36.1K	0.28%	73
2022 Q1	$982K	Sell	2,911 -354	-11%	-$119K	0.41%	61
2021 Q4	$1.35M	Sell	3,265 -157	-5%	-$57.2K	0.54%	46
2021 Q3	$1.09M	Sell	3,422 -264	-7%	-$85.9K	0.47%	52
2021 Q2	$1.09M	Sell	3,686 -179	-5%	-$51.3K	0.6%	53
2021 Q1	$1.07M	Sell	3,865 -183	-5%	-$47.3K	0.63%	52
2020 Q4	$1.06M	Sell	4,048 -7	-0.2%	-$1.68K	0.67%	46
2020 Q3	$916K	Sell	4,055 -192	-5%	-$44K	0.59%	49
2020 Q2	$912K	Buy	4,247 +47	+1%	+$8.89K	0.75%	40
2020 Q1	$686K	Buy	4,200 +384	+10%	+$74K	0.67%	54
2019 Q4	$804K	Sell	3,816 -151	-4%	-$29.4K	0.56%	58
2019 Q3	$763K	Sell	3,967 -14	-0.4%	-$2.71K	0.63%	57
2019 Q2	$752K	Sell	3,981 -187	-4%	-$33.6K	0.66%	53
2019 Q1	$734K	Buy	+4,168	New	+$655K	0.65%	54