PWM
Palumbo Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
10,731
+282
| +3% | +$84.3K | 0.99% | 25 |
|
|
2025
Q1 | $3.26M | Buy |
10,449
+2,374
| +29% | +$741K | 1.09% | 24 |
|
|
2024
Q4 | $2.84M | Buy |
8,075
+963
| +14% | +$339K | 1.06% | 22 |
|
|
2024
Q3 | $2.51M | Sell |
7,112
-276
| -4% | -$97.6K | 0.98% | 29 |
|
|
2024
Q2 | $2.24M | Buy |
7,388
+1,249
| +20% | +$379K | 0.95% | 27 |
|
|
2024
Q1 | $2.13M | Buy |
6,139
+892
| +17% | +$309K | 0.95% | 28 |
|
|
2023
Q4 | $1.84M | Buy |
5,247
+512
| +11% | +$180K | 0.94% | 25 |
|
|
2023
Q3 | $1.45M | Buy |
4,735
+549
| +13% | +$169K | 0.8% | 29 |
|
|
2023
Q2 | $1.29M | Buy |
4,186
+3,173
| +313% | +$979K | 0.79% | 24 |
|
|
2023
Q1 | $289K | Buy |
+1,013
| New | +$289K | 0.19% | 73 |
|
|
2022
Q2 | – | Sell |
-678
| Closed | -$229K | – | 82 |
|
|
2022
Q1 | $229K | Buy |
678
+1
| +0.1% | +$338 | 0.15% | 82 |
|
|
2021
Q4 | $281K | Buy |
677
+2
| +0.3% | +$830 | 0.18% | 81 |
|
|
2021
Q3 | $216K | Buy |
+675
| New | +$216K | 0.14% | 88 |
|
|
2021
Q1 | – | Sell |
-969
| Closed | -$253K | – | 99 |
|
|
2020
Q4 | $253K | Buy |
+969
| New | +$253K | 0.2% | 80 |
|