MWM
Minot Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.75M | Sell |
27,912
-3,114
| -10% | -$865K | 1.99% | 11 |
|
|
2022
Q1 | $10.5M | Sell |
31,026
-25
| -0.1% | -$8.43K | 2.25% | 8 |
|
|
2021
Q4 | $12.9M | Sell |
31,051
-195
| -0.6% | -$80.8K | 2.48% | 8 |
|
|
2021
Q3 | $10M | Buy |
31,246
+121
| +0.4% | +$38.7K | 2.16% | 8 |
|
|
2021
Q2 | $9.73M | Buy |
31,125
+1,455
| +5% | +$455K | 2.13% | 8 |
|
|
2021
Q1 | $8.2M | Buy |
29,670
+1,351
| +5% | +$373K | 2.09% | 7 |
|
|
2020
Q4 | $7.4M | Buy |
28,319
+3,238
| +13% | +$846K | 2.21% | 7 |
|
|
2020
Q3 | $5.67M | Buy |
25,081
+480
| +2% | +$108K | 2.14% | 6 |
|
|
2020
Q2 | $5.28M | Buy |
24,601
+2,101
| +9% | +$451K | 2.64% | 5 |
|
|
2020
Q1 | $3.67M | Sell |
22,500
-1,380
| -6% | -$225K | 2.63% | 7 |
|
|
2019
Q4 | $5M | Buy |
+23,880
| New | +$5M | 2.28% | 9 |
|