OWA
Opal Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
820
+91
| +12% | +$27.2K | 0.07% | 169 |
|
|
2025
Q1 | $227K | Buy |
729
+6
| +0.8% | +$1.87K | 0.07% | 164 |
|
|
2024
Q4 | $254K | Sell |
723
-14
| -2% | -$4.93K | 0.08% | 150 |
|
|
2024
Q3 | $261K | Sell |
737
-38
| -5% | -$13.4K | 0.08% | 145 |
|
|
2024
Q2 | $235K | Buy |
775
+63
| +9% | +$19.1K | 0.08% | 153 |
|
|
2024
Q1 | $247K | Sell |
712
-149
| -17% | -$51.6K | 0.08% | 144 |
|
|
2023
Q4 | $302K | Sell |
861
-2
| -0.2% | -$702 | 0.12% | 127 |
|
|
2023
Q3 | $265K | Buy |
863
+16
| +2% | +$4.91K | 0.16% | 117 |
|
|
2023
Q2 | $261K | Sell |
847
-39
| -4% | -$12K | 0.13% | 117 |
|
|
2023
Q1 | $253K | Sell |
886
-117
| -12% | -$33.4K | 0.15% | 87 |
|
|
2022
Q4 | $268K | Sell |
1,003
-32
| -3% | -$8.54K | 0.15% | 88 |
|
|
2022
Q3 | $266K | Buy |
1,035
+21
| +2% | +$5.4K | 0.19% | 73 |
|
|
2022
Q2 | $282K | Sell |
1,014
-142
| -12% | -$39.5K | 0.19% | 74 |
|
|
2022
Q1 | $390K | Buy |
1,156
+149
| +15% | +$50.3K | 0.34% | 43 |
|
|
2021
Q4 | $417K | Buy |
+1,007
| New | +$417K | 0.26% | 65 |
|