PPWM
PFG Private Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
1,497
-45
| -3% | -$13.5K | 0.23% | 35 |
|
|
2025
Q1 | $481K | Buy |
1,542
+1,427
| +1,241% | +$445K | 0.26% | 29 |
|
|
2024
Q4 | $40.5K | Sell |
115
-27
| -19% | -$9.5K | 0.02% | 99 |
|
|
2024
Q3 | $50.2K | Sell |
142
-466
| -77% | -$165K | 0.03% | 95 |
|
|
2024
Q2 | $184K | Buy |
608
+28
| +5% | +$8.5K | 0.11% | 56 |
|
|
2024
Q1 | $201K | Buy |
580
+1
| +0.2% | +$347 | 0.13% | 52 |
|
|
2023
Q4 | $203K | Buy |
579
+336
| +138% | +$118K | 0.14% | 40 |
|
|
2023
Q3 | $74.6K | Sell |
243
-192
| -44% | -$59K | 0.06% | 77 |
|
|
2023
Q2 | $134K | Buy |
435
+1
| +0.2% | +$309 | 0.08% | 78 |
|
|
2023
Q1 | $124K | Sell |
434
-3
| -0.7% | -$857 | 0.08% | 80 |
|
|
2022
Q4 | $117K | Sell |
437
-3
| -0.7% | -$803 | 0.07% | 76 |
|
|
2022
Q3 | $113K | Hold |
440
| – | – | 0.07% | 69 |
|
|
2022
Q2 | $122K | Hold |
440
| – | – | 0.07% | 81 |
|
|
2022
Q1 | $148K | Buy |
440
+298
| +210% | +$100K | 0.08% | 71 |
|
|
2021
Q4 | $59K | Hold |
142
| – | – | 0.03% | 153 |
|
|
2021
Q3 | $45K | Buy |
+142
| New | +$45K | 0.03% | 147 |
|