LWA
LWS Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.02M | Hold |
2,917
| – | – | 0.38% | 32 |
|
|
2023
Q3 | $896K | Hold |
2,917
| – | – | 0.39% | 34 |
|
|
2023
Q2 | $900K | Hold |
2,917
| – | – | 0.38% | 33 |
|
|
2023
Q1 | $834K | Hold |
2,917
| – | – | 0.34% | 33 |
|
|
2022
Q4 | $778K | Hold |
2,917
| – | – | 0.33% | 32 |
|
|
2022
Q3 | $751K | Hold |
2,917
| – | – | 0.29% | 35 |
|
|
2022
Q2 | $810K | Hold |
2,917
| – | – | 0.38% | 34 |
|
|
2022
Q1 | $984K | Hold |
2,917
| – | – | 0.42% | 30 |
|
|
2021
Q4 | $1.21M | Hold |
2,917
| – | – | 0.49% | 29 |
|
|
2021
Q3 | $933K | Hold |
2,917
| – | – | 0.41% | 30 |
|
|
2021
Q2 | $860K | Hold |
2,917
| – | – | 0.38% | 32 |
|
|
2021
Q1 | $806K | Hold |
2,917
| – | – | 0.37% | 35 |
|
|
2020
Q4 | $762K | Hold |
2,917
| – | – | 0.34% | 36 |
|
|
2020
Q3 | $659K | Sell |
2,917
-252
| -8% | -$56.9K | 0.32% | 34 |
|
|
2020
Q2 | $680K | Sell |
3,169
-135
| -4% | -$29K | 0.36% | 34 |
|
|
2020
Q1 | $539K | Buy |
3,304
+1
| +0% | +$163 | 0.35% | 33 |
|
|
2019
Q4 | $696K | Buy |
+3,303
| New | +$696K | 0.36% | 33 |
|