OBWP
O'Brien Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
388
+3
| +0.8% | +$897 | 0.02% | 58 |
|
|
2025
Q1 | $120K | Hold |
385
| – | – | 0.02% | 55 |
|
|
2024
Q4 | $135K | Hold |
385
| – | – | 0.02% | 50 |
|
|
2024
Q3 | $136K | Sell |
385
-6
| -2% | -$2.12K | 0.03% | 50 |
|
|
2024
Q2 | $119K | Sell |
391
-5
| -1% | -$1.52K | 0.03% | 48 |
|
|
2024
Q1 | $137K | Sell |
396
-18
| -4% | -$6.24K | 0.03% | 48 |
|
|
2023
Q4 | $145K | Sell |
414
-4
| -1% | -$1.4K | 0.04% | 49 |
|
|
2023
Q3 | $128K | Hold |
418
| – | – | 0.04% | 48 |
|
|
2023
Q2 | $129K | Sell |
418
-12
| -3% | -$3.7K | 0.04% | 49 |
|
|
2023
Q1 | $123K | Sell |
430
-8
| -2% | -$2.29K | 0.04% | 51 |
|
|
2022
Q4 | $117K | Buy |
+438
| New | +$117K | 0.05% | 55 |
|
|
2022
Q3 | – | Sell |
-490
| Closed | -$136K | – | 59 |
|
|
2022
Q2 | $136K | Buy |
490
+16
| +3% | +$4.44K | 0.06% | 57 |
|
|
2022
Q1 | $136K | Buy |
474
+23
| +5% | +$6.6K | 0.05% | 48 |
|
|
2021
Q4 | $156K | Buy |
451
+4
| +0.9% | +$1.38K | 0.05% | 46 |
|
|
2021
Q3 | $145K | Sell |
447
-251
| -36% | -$81.4K | 0.05% | 39 |
|
|
2021
Q2 | $218K | Buy |
+698
| New | +$218K | 0.07% | 42 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$5K | – | 94 |
|
|
2018
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 136 |
|