MWM
Mattern Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Sell |
3,080
-250
| -8% | -$74.7K | 0.19% | 64 |
|
|
2025
Q1 | $1.04M | Sell |
3,330
-48
| -1% | -$15K | 0.23% | 67 |
|
|
2024
Q4 | $1.19M | Sell |
3,378
-107
| -3% | -$37.6K | 0.26% | 65 |
|
|
2024
Q3 | $1.23M | Sell |
3,485
-5,707
| -62% | -$2.02M | 0.27% | 67 |
|
|
2024
Q2 | $2.79M | Sell |
9,192
-1,568
| -15% | -$476K | 0.67% | 44 |
|
|
2024
Q1 | $3.73M | Buy |
10,760
+46
| +0.4% | +$15.9K | 0.91% | 28 |
|
|
2023
Q4 | $3.76M | Buy |
10,714
+508
| +5% | +$178K | 0.97% | 25 |
|
|
2023
Q3 | $3.13M | Buy |
10,206
+631
| +7% | +$194K | 0.92% | 26 |
|
|
2023
Q2 | $2.95M | Buy |
9,575
+855
| +10% | +$264K | 0.86% | 28 |
|
|
2023
Q1 | $2.49M | Sell |
8,720
-85
| -1% | -$24.3K | 0.83% | 34 |
|
|
2022
Q4 | $2.35M | Buy |
8,805
+47
| +0.5% | +$12.5K | 0.95% | 34 |
|
|
2022
Q3 | $2.25M | Buy |
8,758
+98
| +1% | +$25.2K | 0.91% | 30 |
|
|
2022
Q2 | $2.4M | Sell |
8,660
-137
| -2% | -$38K | 0.94% | 29 |
|
|
2022
Q1 | $2.97M | Buy |
8,797
+988
| +13% | +$333K | 0.97% | 29 |
|
|
2021
Q4 | $3.24M | Sell |
7,809
-126
| -2% | -$52.2K | 0.95% | 30 |
|
|
2021
Q3 | $2.54M | Sell |
7,935
-102
| -1% | -$32.6K | 0.85% | 30 |
|
|
2021
Q2 | $2.51M | Sell |
8,037
-43
| -0.5% | -$13.4K | 0.8% | 34 |
|
|
2021
Q1 | $2.23M | Sell |
8,080
-86
| -1% | -$23.8K | 0.79% | 37 |
|
|
2020
Q4 | $2.13M | Buy |
8,166
+164
| +2% | +$42.8K | 0.81% | 33 |
|
|
2020
Q3 | $1.81M | Buy |
8,002
+400
| +5% | +$90.4K | 0.77% | 37 |
|
|
2020
Q2 | $1.63M | Buy |
7,602
+819
| +12% | +$176K | 0.79% | 38 |
|
|
2020
Q1 | $1.11M | Buy |
6,783
+107
| +2% | +$17.5K | 0.8% | 39 |
|
|
2019
Q4 | $1.41M | Buy |
+6,676
| New | +$1.41M | 0.84% | 48 |
|