KWM
Kolinsky Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.02M | Buy |
2,887
+131
| +5% | +$46.1K | 0.62% | 23 |
|
|
2024
Q3 | $974K | Buy |
2,756
+59
| +2% | +$20.9K | 0.63% | 24 |
|
|
2024
Q2 | $818K | Sell |
2,697
-213
| -7% | -$64.6K | 0.59% | 28 |
|
|
2024
Q1 | $1.01M | Buy |
2,910
+22
| +0.8% | +$7.63K | 0.77% | 22 |
|
|
2023
Q4 | $1.01M | Buy |
2,888
+30
| +1% | +$10.5K | 0.89% | 17 |
|
|
2023
Q3 | $878K | Buy |
2,858
+143
| +5% | +$43.9K | 0.87% | 17 |
|
|
2023
Q2 | $837K | Buy |
2,715
+164
| +6% | +$50.6K | 0.79% | 18 |
|
|
2023
Q1 | $729K | Sell |
2,551
-592
| -19% | -$169K | 0.77% | 20 |
|
|
2022
Q4 | $839K | Sell |
3,143
-28
| -0.9% | -$7.47K | 0.96% | 16 |
|
|
2022
Q3 | $816K | Buy |
3,171
+157
| +5% | +$40.4K | 1.02% | 11 |
|
|
2022
Q2 | $837K | Sell |
3,014
-48
| -2% | -$13.3K | 0.99% | 14 |
|
|
2022
Q1 | $1.03M | Buy |
3,062
+274
| +10% | +$92.4K | 1.01% | 12 |
|
|
2021
Q4 | $1.16M | Buy |
+2,788
| New | +$1.16M | 1.07% | 12 |
|