OWA
Outlook Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
+2,023
| New | +$605K | 0.16% | 129 |
|
|
2024
Q3 | – | Sell |
-2,123
| Closed | -$644K | – | 255 |
|
|
2024
Q2 | $644K | Sell |
2,123
-58
| -3% | -$17.6K | 0.2% | 104 |
|
|
2024
Q1 | $756K | Sell |
2,181
-160
| -7% | -$55.5K | 0.23% | 87 |
|
|
2023
Q4 | $822K | Sell |
2,341
-477
| -17% | -$167K | 0.29% | 70 |
|
|
2023
Q3 | $866K | Buy |
2,818
+54
| +2% | +$16.6K | 0.33% | 72 |
|
|
2023
Q2 | $853K | Buy |
2,764
+16
| +0.6% | +$4.94K | 0.32% | 75 |
|
|
2023
Q1 | $785K | Buy |
2,748
+13
| +0.5% | +$3.72K | 0.35% | 70 |
|
|
2022
Q4 | $730K | Sell |
2,735
-59
| -2% | -$15.7K | 0.35% | 71 |
|
|
2022
Q3 | $719K | Sell |
2,794
-18
| -0.6% | -$4.63K | 0.32% | 72 |
|
|
2022
Q2 | $782K | Buy |
2,812
+16
| +0.6% | +$4.45K | 0.32% | 79 |
|
|
2022
Q1 | $943K | Sell |
2,796
-36
| -1% | -$12.1K | 0.32% | 74 |
|
|
2021
Q4 | $1.17M | Buy |
2,832
+59
| +2% | +$24.5K | 0.34% | 60 |
|
|
2021
Q3 | $887K | Sell |
2,773
-2
| -0.1% | -$640 | 0.29% | 86 |
|
|
2021
Q2 | $818K | Buy |
2,775
+189
| +7% | +$55.7K | 0.26% | 93 |
|
|
2021
Q1 | $714K | Sell |
2,586
-239
| -8% | -$66K | 0.25% | 93 |
|
|
2020
Q4 | $738K | Buy |
2,825
+49
| +2% | +$12.8K | 0.27% | 88 |
|
|
2020
Q3 | $627K | Buy |
2,776
+163
| +6% | +$36.8K | 0.25% | 87 |
|
|
2020
Q2 | $561K | Buy |
2,613
+140
| +6% | +$30.1K | 0.24% | 90 |
|
|
2020
Q1 | $404K | Buy |
2,473
+141
| +6% | +$23K | 0.23% | 89 |
|
|
2019
Q4 | $491K | Buy |
2,332
+90
| +4% | +$18.9K | 0.28% | 62 |
|
|
2019
Q3 | $431K | Buy |
2,242
+48
| +2% | +$9.23K | 0.26% | 91 |
|
|
2019
Q2 | $405K | Buy |
2,194
+178
| +9% | +$32.9K | 0.27% | 93 |
|
|
2019
Q1 | $355K | Buy |
+2,016
| New | +$355K | 0.29% | 88 |
|