LWA
Lantern Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
+4,708
| New | +$1.41M | 0.84% | 36 |
|
|
2024
Q4 | $1.55M | Sell |
4,400
-11
| -0.2% | -$3.87K | 1% | 30 |
|
|
2024
Q3 | $1.56M | Buy |
4,411
+298
| +7% | +$105K | 1.08% | 24 |
|
|
2024
Q2 | $1.25M | Buy |
4,113
+1
| +0% | +$303 | 0.9% | 32 |
|
|
2024
Q1 | $1.43M | Buy |
4,112
+1,101
| +37% | +$382K | 1% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
+3,011
| New | +$1.06M | 0.83% | 33 |
|