OWMIAS

One Wealth Management Investment & Advisory Services’s Accenture ACN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,048	Closed	-$925K	–	48
2024 Q2	$925K	Buy	3,048 +33	+1%	+$10K	0.37%	43
2024 Q1	$1.05M	Sell	3,015 -226	-7%	-$78.3K	0.43%	41
2023 Q4	$1.14M	Buy	+3,241	New	+$1.14M	0.51%	41