PWM
Prentice Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
1,828
-1
| -0.1% | -$299 | 0.14% | 73 |
|
|
2025
Q1 | $571K | Buy |
1,829
+66
| +4% | +$20.6K | 0.16% | 69 |
|
|
2024
Q4 | $620K | Buy |
1,763
+103
| +6% | +$36.2K | 0.18% | 66 |
|
|
2024
Q3 | $587K | Buy |
1,660
+95
| +6% | +$33.6K | 0.17% | 68 |
|
|
2024
Q2 | $475K | Buy |
1,565
+45
| +3% | +$13.7K | 0.15% | 81 |
|
|
2024
Q1 | $527K | Buy |
1,520
+97
| +7% | +$33.6K | 0.18% | 74 |
|
|
2023
Q4 | $499K | Buy |
1,423
+125
| +10% | +$43.9K | 0.19% | 65 |
|
|
2023
Q3 | $399K | Buy |
1,298
+17
| +1% | +$5.22K | 0.18% | 69 |
|
|
2023
Q2 | $395K | Buy |
1,281
+115
| +10% | +$35.5K | 0.18% | 75 |
|
|
2023
Q1 | $333K | Buy |
1,166
+138
| +13% | +$39.4K | 0.16% | 77 |
|
|
2022
Q4 | $274K | Buy |
1,028
+132
| +15% | +$35.2K | 0.14% | 81 |
|
|
2022
Q3 | $230K | Buy |
896
+53
| +6% | +$13.6K | 0.13% | 86 |
|
|
2022
Q2 | $234K | Sell |
843
-85
| -9% | -$23.6K | 0.24% | 41 |
|
|
2022
Q1 | $314K | Buy |
928
+64
| +7% | +$21.7K | 0.15% | 70 |
|
|
2021
Q4 | $359K | Sell |
864
-17
| -2% | -$7.06K | 0.17% | 60 |
|
|
2021
Q3 | $282K | Buy |
881
+1
| +0.1% | +$320 | 0.14% | 75 |
|
|
2021
Q2 | $259K | Buy |
880
+281
| +47% | +$82.7K | 0.13% | 83 |
|
|
2021
Q1 | $165K | Buy |
+599
| New | +$165K | 0.09% | 101 |
|