MGWM
Marks Group Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Buy |
26,175
+1,024
| +4% | +$306K | 0.73% | 70 |
|
|
2025
Q1 | $7.85M | Buy |
25,151
+1,625
| +7% | +$507K | 0.76% | 64 |
|
|
2024
Q4 | $8.28M | Sell |
23,526
-2,842
| -11% | -$1,000K | 0.82% | 49 |
|
|
2024
Q3 | $9.32M | Sell |
26,368
-1,115
| -4% | -$394K | 0.89% | 32 |
|
|
2024
Q2 | $8.34M | Buy |
27,483
+2,123
| +8% | +$644K | 0.88% | 33 |
|
|
2024
Q1 | $8.79M | Sell |
25,360
-90
| -0.4% | -$31.2K | 0.92% | 30 |
|
|
2023
Q4 | $8.93M | Sell |
25,450
-113
| -0.4% | -$39.7K | 1.02% | 13 |
|
|
2023
Q3 | $7.85M | Sell |
25,563
-398
| -2% | -$122K | 0.97% | 15 |
|
|
2023
Q2 | $8.01M | Buy |
25,961
+903
| +4% | +$279K | 0.95% | 17 |
|
|
2023
Q1 | $7.16M | Buy |
25,058
+1,190
| +5% | +$340K | 0.92% | 27 |
|
|
2022
Q4 | $6.37M | Buy |
23,868
+21,639
| +971% | +$5.77M | 0.87% | 40 |
|
|
2022
Q3 | $573K | Buy |
2,229
+147
| +7% | +$37.8K | 0.09% | 189 |
|
|
2022
Q2 | $578K | Sell |
2,082
-25
| -1% | -$6.94K | 0.08% | 201 |
|
|
2022
Q1 | $710K | Buy |
2,107
+1,138
| +117% | +$383K | 0.09% | 200 |
|
|
2021
Q4 | $401K | Buy |
969
+100
| +12% | +$41.4K | 0.05% | 251 |
|
|
2021
Q3 | $278K | Buy |
869
+1
| +0.1% | +$320 | 0.04% | 248 |
|
|
2021
Q2 | $256K | Buy |
868
+1
| +0.1% | +$295 | 0.04% | 225 |
|
|
2021
Q1 | $239K | Sell |
867
-68
| -7% | -$18.7K | 0.04% | 224 |
|
|
2020
Q4 | $244K | Buy |
935
+1
| +0.1% | +$261 | 0.04% | 230 |
|
|
2020
Q3 | $211K | Sell |
934
-155
| -14% | -$35K | 0.04% | 226 |
|
|
2020
Q2 | $234K | Buy |
+1,089
| New | +$234K | 0.05% | 212 |
|
|
2020
Q1 | – | Sell |
-1,165
| Closed | -$246K | – | 224 |
|
|
2019
Q4 | $246K | Buy |
+1,165
| New | +$246K | 0.05% | 220 |
|