MTWM
Masso Torrence Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
13,734
-104
| -0.8% | -$31.1K | 1.9% | 16 |
|
|
2025
Q1 | $4.32M | Buy |
13,838
+12,354
| +832% | +$3.85M | 2.31% | 13 |
|
|
2024
Q4 | $522K | Buy |
1,484
+37
| +3% | +$13K | 0.27% | 55 |
|
|
2024
Q3 | $511K | Buy |
1,447
+28
| +2% | +$9.9K | 0.28% | 55 |
|
|
2024
Q2 | $431K | Buy |
1,419
+137
| +11% | +$41.6K | 0.24% | 56 |
|
|
2024
Q1 | $444K | Buy |
1,282
+165
| +15% | +$57.2K | 0.26% | 59 |
|
|
2023
Q4 | $392K | Buy |
1,117
+159
| +17% | +$55.8K | 0.27% | 60 |
|
|
2023
Q3 | $294K | Buy |
958
+94
| +11% | +$28.9K | 0.23% | 66 |
|
|
2023
Q2 | $267K | Buy |
864
+20
| +2% | +$6.17K | 0.19% | 72 |
|
|
2023
Q1 | $241K | Sell |
844
-68
| -7% | -$19.4K | 0.19% | 76 |
|
|
2022
Q4 | $243K | Buy |
912
+5
| +0.6% | +$1.33K | 0.19% | 78 |
|
|
2022
Q3 | $233K | Buy |
+907
| New | +$233K | 0.21% | 73 |
|
|
2022
Q1 | – | Sell |
-191
| Closed | -$79K | – | 81 |
|
|
2021
Q4 | $79K | Buy |
+191
| New | +$79K | 0.06% | 122 |
|