MGB Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
1,372
+277
| +25% | +$82.5K | 0.13% | 144 |
|
|
2025
Q1 | $334K | Buy |
1,095
+42
| +4% | +$12.8K | 0.12% | 161 |
|
|
2024
Q4 | $371K | Buy |
1,053
+228
| +28% | +$80.4K | 0.12% | 142 |
|
|
2024
Q3 | $289K | Hold |
825
| – | – | 0.1% | 151 |
|
|
2024
Q2 | $247K | Hold |
825
| – | – | 0.09% | 171 |
|
|
2024
Q1 | $286K | Hold |
825
| – | – | 0.12% | 155 |
|
|
2023
Q4 | $290K | Buy |
+825
| New | +$290K | 0.15% | 147 |
|