PWP
Precedent Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,290
+1,038
| +20% | +$310K | 0.46% | 66 |
|
|
2025
Q1 | $1.64M | Buy |
5,252
+912
| +21% | +$285K | 0.46% | 64 |
|
|
2024
Q4 | $1.53M | Sell |
4,340
-40
| -0.9% | -$14.1K | 0.5% | 55 |
|
|
2024
Q3 | $1.55M | Buy |
4,380
+286
| +7% | +$101K | 0.51% | 51 |
|
|
2024
Q2 | $1.24M | Buy |
4,094
+675
| +20% | +$205K | 0.5% | 52 |
|
|
2024
Q1 | $1.19M | Buy |
3,419
+247
| +8% | +$85.6K | 0.51% | 42 |
|
|
2023
Q4 | $1.11M | Buy |
+3,172
| New | +$1.11M | 0.57% | 38 |
|