PWMAG
Pinnacle Wealth Management Advisory Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,827
+437
| +10% | +$131K | 0.12% | 117 |
|
|
2025
Q1 | $1.37M | Sell |
4,390
-605
| -12% | -$189K | 0.13% | 113 |
|
|
2024
Q4 | $1.76M | Buy |
4,995
+58
| +1% | +$20.4K | 0.16% | 99 |
|
|
2024
Q3 | $1.75M | Buy |
4,937
+4
| +0.1% | +$1.41K | 0.17% | 99 |
|
|
2024
Q2 | $1.5M | Sell |
4,933
-1,466
| -23% | -$445K | 0.15% | 104 |
|
|
2024
Q1 | $2.22M | Buy |
6,399
+8
| +0.1% | +$2.77K | 0.24% | 83 |
|
|
2023
Q4 | $2.24M | Sell |
6,391
-149
| -2% | -$52.3K | 0.26% | 81 |
|
|
2023
Q3 | $2.01M | Buy |
6,540
+94
| +1% | +$28.9K | 0.26% | 82 |
|
|
2023
Q2 | $1.99M | Buy |
6,446
+431
| +7% | +$133K | 0.25% | 85 |
|
|
2023
Q1 | $1.72M | Sell |
6,015
-386
| -6% | -$110K | 0.23% | 85 |
|
|
2022
Q4 | $1.71M | Sell |
6,401
-4
| -0.1% | -$1.07K | 0.26% | 79 |
|
|
2022
Q3 | $1.65M | Buy |
6,405
+162
| +3% | +$41.7K | 0.27% | 78 |
|
|
2022
Q2 | $1.73M | Buy |
6,243
+41
| +0.7% | +$11.4K | 0.28% | 84 |
|
|
2022
Q1 | $2.09M | Buy |
6,202
+600
| +11% | +$202K | 0.3% | 76 |
|
|
2021
Q4 | $2.32M | Buy |
5,602
+625
| +13% | +$259K | 0.38% | 63 |
|
|
2021
Q3 | $1.59M | Sell |
4,977
-38
| -0.8% | -$12.2K | 0.37% | 74 |
|
|
2021
Q2 | $1.48M | Buy |
5,015
+477
| +11% | +$141K | 0.35% | 74 |
|
|
2021
Q1 | $1.25M | Sell |
4,538
-275
| -6% | -$75.9K | 0.35% | 73 |
|
|
2020
Q4 | $1.26M | Sell |
4,813
-115
| -2% | -$30K | 0.38% | 69 |
|
|
2020
Q3 | $1.11M | Buy |
4,928
+86
| +2% | +$19.4K | 0.39% | 69 |
|
|
2020
Q2 | $1.04M | Sell |
4,842
-572
| -11% | -$123K | 0.39% | 71 |
|
|
2020
Q1 | $884K | Sell |
5,414
-644
| -11% | -$105K | 0.43% | 59 |
|
|
2019
Q4 | $1.28M | Sell |
6,058
-8
| -0.1% | -$1.69K | 0.48% | 63 |
|
|
2019
Q3 | $1.17M | Buy |
6,066
+277
| +5% | +$53.3K | 0.49% | 63 |
|
|
2019
Q2 | $1.07M | Hold |
5,789
| – | – | 0.46% | 66 |
|
|
2019
Q1 | $1.02M | Sell |
5,789
-90
| -2% | -$15.8K | 0.46% | 69 |
|
|
2018
Q4 | $829K | Buy |
5,879
+440
| +8% | +$62K | 0.45% | 70 |
|
|
2018
Q3 | $926K | Buy |
5,439
+54
| +1% | +$9.19K | 0.46% | 66 |
|
|
2018
Q2 | $881K | Sell |
5,385
-15
| -0.3% | -$2.45K | 0.47% | 63 |
|
|
2018
Q1 | $829K | Sell |
5,400
-255
| -5% | -$39.1K | 0.47% | 66 |
|
|
2017
Q4 | $866K | Buy |
5,655
+215
| +4% | +$32.9K | 0.48% | 63 |
|
|
2017
Q3 | $735K | Buy |
5,440
+140
| +3% | +$18.9K | 0.43% | 69 |
|
|
2017
Q2 | $656K | Sell |
5,300
-235
| -4% | -$29.1K | 0.41% | 74 |
|
|
2017
Q1 | $664K | Buy |
5,535
+35
| +0.6% | +$4.2K | 0.46% | 68 |
|
|
2016
Q4 | $644K | Hold |
5,500
| – | – | 0.46% | 65 |
|
|
2016
Q3 | $672K | Buy |
5,500
+75
| +1% | +$9.16K | 0.51% | 62 |
|
|
2016
Q2 | $615K | Sell |
5,425
-125
| -2% | -$14.2K | 0.49% | 63 |
|
|
2016
Q1 | $640K | Buy |
5,550
+100
| +2% | +$11.5K | 0.57% | 61 |
|
|
2015
Q4 | $570K | Sell |
5,450
-645
| -11% | -$67.5K | 0.52% | 61 |
|
|
2015
Q3 | $599K | Sell |
6,095
-225
| -4% | -$22.1K | 0.58% | 58 |
|
|
2015
Q2 | $612K | Sell |
6,320
-2,525
| -29% | -$245K | 0.57% | 58 |
|
|
2015
Q1 | $829K | Sell |
8,845
-400
| -4% | -$37.5K | 0.74% | 44 |
|
|
2014
Q4 | $826K | Buy |
+9,245
| New | +$826K | 0.77% | 48 |
|