LWAM
Legacy Wealth Asset Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,197
+103
| +2% | +$30.8K | 0.39% | 62 |
|
|
2025
Q1 | $1.59M | Sell |
5,094
-5,464
| -52% | -$1.7M | 0.44% | 61 |
|
|
2024
Q4 | $3.71M | Sell |
10,558
-480
| -4% | -$169K | 1.01% | 11 |
|
|
2024
Q3 | $3.9M | Buy |
11,038
+3,929
| +55% | +$1.39M | 1.05% | 11 |
|
|
2024
Q2 | $2.16M | Sell |
7,109
-4,161
| -37% | -$1.26M | 0.61% | 34 |
|
|
2024
Q1 | $3.91M | Buy |
11,270
+184
| +2% | +$63.8K | 1.09% | 10 |
|
|
2023
Q4 | $3.89M | Buy |
11,086
+4,263
| +62% | +$1.5M | 1.28% | 6 |
|
|
2023
Q3 | $2.1M | Buy |
6,823
+22
| +0.3% | +$6.76K | 0.77% | 17 |
|
|
2023
Q2 | $2.1M | Buy |
6,801
+43
| +0.6% | +$13.3K | 0.73% | 21 |
|
|
2023
Q1 | $1.93M | Sell |
6,758
-2,225
| -25% | -$636K | 0.7% | 24 |
|
|
2022
Q4 | $2.4M | Buy |
8,983
+3,261
| +57% | +$870K | 0.91% | 11 |
|
|
2022
Q3 | $1.47M | Sell |
5,722
-1,947
| -25% | -$501K | 0.64% | 29 |
|
|
2022
Q2 | $2.13M | Buy |
7,669
+123
| +2% | +$34.1K | 0.86% | 17 |
|
|
2022
Q1 | $2.55M | Buy |
7,546
+847
| +13% | +$286K | 0.91% | 12 |
|
|
2021
Q4 | $2.78M | Buy |
6,699
+1,515
| +29% | +$628K | 0.94% | 11 |
|
|
2021
Q3 | $1.66M | Sell |
5,184
-362
| -7% | -$116K | 0.76% | 14 |
|
|
2021
Q2 | $1.64M | Sell |
5,546
-974
| -15% | -$287K | 0.73% | 14 |
|
|
2021
Q1 | $1.8M | Sell |
6,520
-209
| -3% | -$57.7K | 0.83% | 14 |
|
|
2020
Q4 | $1.76M | Buy |
+6,729
| New | +$1.76M | 0.89% | 14 |
|