LWM
Lodestone Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,143
-11
| -1% | -$3.29K | 0.17% | 122 |
|
|
2025
Q1 | $360K | Buy |
1,154
+2
| +0.2% | +$624 | 0.19% | 107 |
|
|
2024
Q4 | $405K | Sell |
1,152
-56
| -5% | -$19.7K | 0.2% | 105 |
|
|
2024
Q3 | $427K | Sell |
1,208
-44
| -4% | -$15.6K | 0.21% | 99 |
|
|
2024
Q2 | $380K | Buy |
1,252
+11
| +0.9% | +$3.34K | 0.2% | 109 |
|
|
2024
Q1 | $430K | Buy |
1,241
+33
| +3% | +$11.4K | 0.23% | 104 |
|
|
2023
Q4 | $424K | Buy |
1,208
+109
| +10% | +$38.2K | 0.25% | 94 |
|
|
2023
Q3 | $337K | Buy |
1,099
+34
| +3% | +$10.4K | 0.24% | 97 |
|
|
2023
Q2 | $329K | Buy |
1,065
+8
| +0.8% | +$2.47K | 0.23% | 105 |
|
|
2023
Q1 | $302K | Sell |
1,057
-55
| -5% | -$15.7K | 0.23% | 105 |
|
|
2022
Q4 | $297K | Buy |
+1,112
| New | +$297K | 0.24% | 97 |
|