KWM
Kingsview Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Sell |
30,832
-8,189
| -21% | -$2.45M | 0.16% | 133 |
|
|
2025
Q1 | $12.2M | Buy |
39,021
+28,315
| +264% | +$8.84M | 0.23% | 82 |
|
|
2024
Q4 | $3.77M | Sell |
10,706
-81
| -0.8% | -$28.5K | 0.07% | 252 |
|
|
2024
Q3 | $3.81M | Buy |
10,787
+240
| +2% | +$84.8K | 0.08% | 238 |
|
|
2024
Q2 | $3.2M | Buy |
10,547
+1,272
| +14% | +$386K | 0.08% | 243 |
|
|
2024
Q1 | $3.21M | Buy |
9,275
+445
| +5% | +$154K | 0.08% | 235 |
|
|
2023
Q4 | $3.1M | Sell |
8,830
-10,133
| -53% | -$3.56M | 0.09% | 202 |
|
|
2023
Q3 | $5.82M | Buy |
18,963
+11,555
| +156% | +$3.55M | 0.21% | 112 |
|
|
2023
Q2 | $2.29M | Buy |
7,408
+280
| +4% | +$86.4K | 0.09% | 227 |
|
|
2023
Q1 | $2.04M | Sell |
7,128
-2,804
| -28% | -$801K | 0.09% | 235 |
|
|
2022
Q4 | $2.65M | Sell |
9,932
-7,281
| -42% | -$1.94M | 0.12% | 201 |
|
|
2022
Q3 | $4.43M | Buy |
17,213
+1,331
| +8% | +$342K | 0.21% | 118 |
|
|
2022
Q2 | $4.41M | Sell |
15,882
-23,439
| -60% | -$6.51M | 0.21% | 121 |
|
|
2022
Q1 | $13.3M | Buy |
39,321
+20,249
| +106% | +$6.83M | 0.58% | 31 |
|
|
2021
Q4 | $7.91M | Buy |
19,072
+3,093
| +19% | +$1.28M | 0.33% | 65 |
|
|
2021
Q3 | $5.11M | Buy |
15,979
+8,599
| +117% | +$2.75M | 0.24% | 92 |
|
|
2021
Q2 | $2.21M | Sell |
7,380
-510
| -6% | -$153K | 0.11% | 203 |
|
|
2021
Q1 | $2.2M | Sell |
7,890
-3,783
| -32% | -$1.05M | 0.12% | 175 |
|
|
2020
Q4 | $3.05M | Sell |
11,673
-799
| -6% | -$209K | 0.22% | 109 |
|
|
2020
Q3 | $2.82M | Buy |
12,472
+1,653
| +15% | +$374K | 0.25% | 96 |
|
|
2020
Q2 | $2.32M | Sell |
10,819
-726
| -6% | -$156K | 0.23% | 105 |
|
|
2020
Q1 | $1.89M | Buy |
11,545
+4,026
| +54% | +$657K | 0.25% | 106 |
|
|
2019
Q4 | $1.58M | Buy |
7,519
+2,792
| +59% | +$588K | 0.2% | 142 |
|
|
2019
Q3 | $909K | Buy |
4,727
+2,637
| +126% | +$507K | 0.14% | 167 |
|
|
2019
Q2 | $386K | Buy |
2,090
+242
| +13% | +$44.7K | 0.06% | 281 |
|
|
2019
Q1 | $325K | Buy |
1,848
+70
| +4% | +$12.3K | 0.05% | 336 |
|
|
2018
Q4 | $251K | Buy |
1,778
+296
| +20% | +$41.8K | 0.05% | 312 |
|
|
2018
Q3 | $252K | Sell |
1,482
-2,480
| -63% | -$422K | 0.05% | 311 |
|
|
2018
Q2 | $648K | Buy |
3,962
+243
| +7% | +$39.7K | 0.15% | 164 |
|
|
2018
Q1 | $571K | Buy |
3,719
+834
| +29% | +$128K | 0.14% | 186 |
|
|
2017
Q4 | $442K | Buy |
+2,885
| New | +$442K | 0.16% | 181 |
|
|
2017
Q2 | – | Sell |
-1,263
| Closed | -$151K | – | 262 |
|
|
2017
Q1 | $151K | Buy |
+1,263
| New | +$151K | 0.09% | 224 |
|