PWM
Paulson Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-728
| Closed | -$224K | – | 136 |
|
|
2023
Q3 | $224K | Hold |
728
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $225K | Buy |
728
+7
| +1% | +$2.16K | 0.08% | 119 |
|
|
2023
Q1 | $206K | Buy |
+721
| New | +$206K | 0.09% | 93 |
|
|
2022
Q2 | – | Sell |
-647
| Closed | -$218K | – | 73 |
|
|
2022
Q1 | $218K | Hold |
647
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $268K | Buy |
+647
| New | +$268K | 0.12% | 74 |
|
|
2019
Q4 | – | Sell |
-1,271
| Closed | -$244K | – | 98 |
|
|
2019
Q3 | $244K | Sell |
1,271
-100
| -7% | -$19.2K | 0.18% | 88 |
|
|
2019
Q2 | $267K | Hold |
1,371
| – | – | 0.2% | 88 |
|
|
2019
Q1 | $241K | Hold |
1,371
| – | – | 0.18% | 97 |
|
|
2018
Q4 | $204K | Buy |
1,371
+78
| +6% | +$11.6K | 0.17% | 105 |
|
|
2018
Q3 | $204K | Buy |
+1,293
| New | +$204K | 0.18% | 118 |
|
|
2018
Q1 | – | Sell |
-1,035
| Closed | -$158K | – | 110 |
|
|
2017
Q4 | $158K | Buy |
+1,035
| New | +$158K | 0.14% | 126 |
|