MWM
Mascoma Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9K | Sell |
284
-11
| -4% | -$3.29K | 0.02% | 144 |
|
|
2025
Q1 | $92.1K | Hold |
295
| – | – | 0.02% | 141 |
|
|
2024
Q4 | $104K | Buy |
295
+11
| +4% | +$3.87K | 0.03% | 136 |
|
|
2024
Q3 | $100K | Hold |
284
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $86.2K | Hold |
284
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $98.4K | Hold |
284
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $99.7K | Hold |
284
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $87.2K | Buy |
284
+214
| +306% | +$65.7K | 0.03% | 144 |
|
|
2023
Q2 | $22.1K | Sell |
70
-82
| -54% | -$25.8K | 0.01% | 263 |
|
|
2023
Q1 | $42.6K | Hold |
152
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $40.6K | Sell |
152
-159
| -51% | -$42.4K | 0.01% | 258 |
|
|
2022
Q3 | $80K | Sell |
311
-12
| -4% | -$3.09K | 0.03% | 185 |
|
|
2022
Q2 | $90K | Sell |
323
-7
| -2% | -$1.95K | 0.03% | 179 |
|
|
2022
Q1 | $111K | Buy |
330
+113
| +52% | +$38K | 0.04% | 172 |
|
|
2021
Q4 | $90K | Buy |
217
+139
| +178% | +$57.7K | 0.03% | 173 |
|
|
2021
Q3 | $25K | Buy |
+78
| New | +$25K | 0.01% | 264 |
|
|
2021
Q2 | – | Sell |
-78
| Closed | -$22K | – | 107 |
|
|
2021
Q1 | $22K | Buy |
+78
| New | +$22K | 0.01% | 283 |
|
|
2019
Q1 | – | Sell |
-80
| Closed | -$11K | – | 390 |
|
|
2018
Q4 | $11K | Hold |
80
| – | – | 0.01% | 249 |
|
|
2018
Q3 | $14K | Hold |
80
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $13K | Hold |
80
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $12K | Hold |
80
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $13K | Buy |
80
+76
| +1,900% | +$12.4K | 0.01% | 245 |
|
|
2017
Q3 | $1K | Sell |
4
-3
| -43% | -$750 | ﹤0.01% | 379 |
|
|
2017
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 386 |
|