KMWM
Keudell/Morrison Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
2,575
-24
| -0.9% | -$7.17K | 0.17% | 81 |
|
|
2025
Q1 | $811K | Sell |
2,599
-5
| -0.2% | -$1.56K | 0.19% | 76 |
|
|
2024
Q4 | $916K | Sell |
2,604
-3
| -0.1% | -$1.06K | 0.24% | 69 |
|
|
2024
Q3 | $922K | Sell |
2,607
-53
| -2% | -$18.7K | 0.25% | 71 |
|
|
2024
Q2 | $807K | Buy |
2,660
+144
| +6% | +$43.7K | 0.24% | 78 |
|
|
2024
Q1 | $872K | Sell |
2,516
-3
| -0.1% | -$1.04K | 0.26% | 72 |
|
|
2023
Q4 | $884K | Buy |
2,519
+93
| +4% | +$32.6K | 0.29% | 67 |
|
|
2023
Q3 | $745K | Sell |
2,426
-33
| -1% | -$10.1K | 0.23% | 74 |
|
|
2023
Q2 | $759K | Sell |
2,459
-12
| -0.5% | -$3.7K | 0.22% | 73 |
|
|
2023
Q1 | $706K | Sell |
2,471
-150
| -6% | -$42.9K | 0.21% | 81 |
|
|
2022
Q4 | $699K | Sell |
2,621
-21
| -0.8% | -$5.6K | 0.22% | 80 |
|
|
2022
Q3 | $680K | Sell |
2,642
-149
| -5% | -$38.4K | 0.25% | 77 |
|
|
2022
Q2 | $775K | Sell |
2,791
-120
| -4% | -$33.3K | 0.28% | 73 |
|
|
2022
Q1 | $982K | Sell |
2,911
-354
| -11% | -$119K | 0.41% | 61 |
|
|
2021
Q4 | $1.35M | Sell |
3,265
-157
| -5% | -$65.1K | 0.53% | 46 |
|
|
2021
Q3 | $1.1M | Sell |
3,422
-264
| -7% | -$84.5K | 0.47% | 52 |
|
|
2021
Q2 | $1.09M | Sell |
3,686
-179
| -5% | -$52.8K | 0.6% | 53 |
|
|
2021
Q1 | $1.07M | Sell |
3,865
-183
| -5% | -$50.6K | 0.62% | 51 |
|
|
2020
Q4 | $1.06M | Sell |
4,048
-7
| -0.2% | -$1.83K | 0.67% | 46 |
|
|
2020
Q3 | $916K | Sell |
4,055
-192
| -5% | -$43.4K | 0.59% | 49 |
|
|
2020
Q2 | $912K | Buy |
4,247
+47
| +1% | +$10.1K | 0.75% | 40 |
|
|
2020
Q1 | $686K | Buy |
4,200
+384
| +10% | +$62.7K | 0.67% | 54 |
|
|
2019
Q4 | $804K | Sell |
3,816
-151
| -4% | -$31.8K | 0.56% | 58 |
|
|
2019
Q3 | $763K | Sell |
3,967
-14
| -0.4% | -$2.69K | 0.63% | 57 |
|
|
2019
Q2 | $752K | Sell |
3,981
-187
| -4% | -$35.3K | 0.66% | 53 |
|
|
2019
Q1 | $734K | Buy |
+4,168
| New | +$734K | 0.65% | 54 |
|