PWAG
Polaris Wealth Advisory Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.94M | Sell |
12,821
-12,657
| -50% | -$3.89M | 0.3% | 88 |
|
|
2023
Q2 | $7.86M | Sell |
25,478
-9,723
| -28% | -$3M | 0.6% | 60 |
|
|
2023
Q1 | $10.1M | Sell |
35,201
-1,444
| -4% | -$413K | 0.74% | 44 |
|
|
2022
Q4 | $10.3M | Buy |
+36,645
| New | +$10.3M | 0.77% | 42 |
|
|
2022
Q1 | – | Sell |
-2,341
| Closed | -$970K | – | 157 |
|
|
2021
Q4 | $970K | Sell |
2,341
-26
| -1% | -$10.8K | 0.06% | 107 |
|
|
2021
Q3 | $772K | Buy |
2,367
+48
| +2% | +$15.7K | 0.05% | 108 |
|
|
2021
Q2 | $696K | Buy |
2,319
+43
| +2% | +$12.9K | 0.04% | 108 |
|
|
2021
Q1 | $655K | Buy |
2,276
+190
| +9% | +$54.7K | 0.04% | 108 |
|
|
2020
Q4 | $551K | Sell |
2,086
-65,849
| -97% | -$17.4M | 0.04% | 111 |
|
|
2020
Q3 | $15.2M | Sell |
67,935
-32,357
| -32% | -$7.23M | 1.43% | 28 |
|
|
2020
Q2 | $21.5M | Buy |
+100,292
| New | +$21.5M | 1.7% | 27 |
|
|
2019
Q2 | – | Sell |
-1,757
| Closed | -$310K | – | 141 |
|
|
2019
Q1 | $310K | Sell |
1,757
-168,281
| -99% | -$29.7M | 0.02% | 131 |
|
|
2018
Q4 | $24M | Sell |
170,038
-4,244
| -2% | -$598K | 2.26% | 12 |
|
|
2018
Q3 | $29.7M | Buy |
174,282
+174,187
| +183,355% | +$29.6M | 2.05% | 10 |
|
|
2018
Q2 | $15K | Sell |
95
-82
| -46% | -$12.9K | ﹤0.01% | 182 |
|
|
2018
Q1 | $27K | Buy |
+177
| New | +$27K | ﹤0.01% | 270 |
|
|
2016
Q2 | – | Sell |
-115,805
| Closed | -$13.4M | – | 104 |
|
|
2016
Q1 | $13.4M | Buy |
115,805
+20,623
| +22% | +$2.38M | 2.09% | 22 |
|
|
2015
Q4 | $9.95M | Buy |
95,182
+20,989
| +28% | +$2.19M | 1.61% | 24 |
|
|
2015
Q3 | $7.29M | Buy |
74,193
+68,953
| +1,316% | +$6.78M | 1.49% | 27 |
|
|
2015
Q2 | $507K | Buy |
+5,240
| New | +$507K | 0.1% | 58 |
|