MWPCG
Measured Wealth Private Client Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,271
+72
| +6% | +$21.5K | 0.11% | 120 |
|
|
2025
Q1 | $374K | Sell |
1,199
-106
| -8% | -$33.1K | 0.12% | 119 |
|
|
2024
Q4 | $459K | Sell |
1,305
-110
| -8% | -$38.7K | 0.15% | 93 |
|
|
2024
Q3 | $500K | Hold |
1,415
| – | – | 0.17% | 75 |
|
|
2024
Q2 | $429K | Sell |
1,415
-150
| -10% | -$45.5K | 0.15% | 108 |
|
|
2024
Q1 | $542K | Buy |
1,565
+3
| +0.2% | +$1.04K | 0.19% | 84 |
|
|
2023
Q4 | $548K | Sell |
1,562
-54
| -3% | -$18.9K | 0.2% | 82 |
|
|
2023
Q3 | $496K | Buy |
1,616
+20
| +1% | +$6.14K | 0.2% | 82 |
|
|
2023
Q2 | $492K | Hold |
1,596
| – | – | 0.19% | 88 |
|
|
2023
Q1 | $456K | Sell |
1,596
-52
| -3% | -$14.9K | 0.18% | 93 |
|
|
2022
Q4 | $440K | Sell |
1,648
-14
| -0.8% | -$3.74K | 0.18% | 76 |
|
|
2022
Q3 | $428K | Sell |
1,662
-51
| -3% | -$13.1K | 0.19% | 68 |
|
|
2022
Q2 | $476K | Buy |
1,713
+140
| +9% | +$38.9K | 0.21% | 74 |
|
|
2022
Q1 | $530K | Sell |
1,573
-285
| -15% | -$96K | 0.19% | 62 |
|
|
2021
Q4 | $770K | Buy |
1,858
+20
| +1% | +$8.29K | 0.27% | 53 |
|
|
2021
Q3 | $588K | Buy |
1,838
+411
| +29% | +$131K | 0.23% | 63 |
|
|
2021
Q2 | $421K | Buy |
1,427
+11
| +0.8% | +$3.25K | 0.13% | 97 |
|
|
2021
Q1 | $391K | Sell |
1,416
-12
| -0.8% | -$3.31K | 0.14% | 83 |
|
|
2020
Q4 | $373K | Sell |
1,428
-409
| -22% | -$107K | 0.16% | 77 |
|
|
2020
Q3 | $415K | Buy |
1,837
+538
| +41% | +$122K | 0.2% | 69 |
|
|
2020
Q2 | $279K | Buy |
+1,299
| New | +$279K | 0.16% | 78 |
|
|
2020
Q1 | – | Sell |
-1,252
| Closed | -$264K | – | 104 |
|
|
2019
Q4 | $264K | Sell |
1,252
-115
| -8% | -$24.2K | 0.18% | 78 |
|
|
2019
Q3 | $263K | Sell |
1,367
-1,428
| -51% | -$275K | 0.17% | 91 |
|
|
2019
Q2 | $516K | Sell |
2,795
-617
| -18% | -$114K | 0.3% | 63 |
|
|
2019
Q1 | $601K | Buy |
+3,412
| New | +$601K | 0.37% | 55 |
|
|
2018
Q4 | – | Sell |
-1,564
| Closed | -$265K | – | 105 |
|
|
2018
Q3 | $265K | Buy |
1,564
+12
| +0.8% | +$2.03K | 0.16% | 123 |
|
|
2018
Q2 | $253K | Buy |
+1,552
| New | +$253K | 0.21% | 117 |
|