MWM
Modern Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
5,117
+461
| +10% | +$138K | 0.04% | 299 |
|
|
2025
Q1 | $1.45M | Buy |
4,656
+2,788
| +149% | +$870K | 0.05% | 253 |
|
|
2024
Q4 | $657K | Buy |
1,868
+433
| +30% | +$152K | 0.02% | 319 |
|
|
2024
Q3 | $507K | Buy |
1,435
+363
| +34% | +$128K | 0.03% | 250 |
|
|
2024
Q2 | $325K | Sell |
1,072
-107
| -9% | -$32.5K | 0.02% | 292 |
|
|
2024
Q1 | $409K | Buy |
+1,179
| New | +$409K | 0.04% | 199 |
|