MSWM
McGlone Suttner Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
1,788
+545
| +44% | +$163K | 0.08% | 111 |
|
|
2025
Q1 | $388K | Buy |
1,243
+424
| +52% | +$132K | 0.06% | 131 |
|
|
2024
Q4 | $288K | Buy |
+819
| New | +$288K | 0.05% | 141 |
|
|
2024
Q3 | – | Sell |
-673
| Closed | -$236K | – | 169 |
|
|
2024
Q2 | $236K | Buy |
+673
| New | +$236K | 0.05% | 138 |
|
|
2024
Q1 | – | Sell |
-673
| Closed | -$236K | – | 175 |
|
|
2023
Q4 | $236K | Buy |
+673
| New | +$236K | 0.05% | 138 |
|
|
2023
Q1 | – | Sell |
-750
| Closed | -$200K | – | 140 |
|
|
2022
Q4 | $200K | Buy |
+750
| New | +$200K | 0.06% | 130 |
|