Principle Wealth Partners’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
2,929
-8,160
-74% -$2.44M 0.05% 173
2025
Q1
$3.46M Sell
11,089
-475
-4% -$148K 0.25% 88
2024
Q4
$4.07M Sell
11,564
-85
-0.7% -$29.9K 0.29% 79
2024
Q3
$4.12M Sell
11,649
-320
-3% -$113K 0.29% 81
2024
Q2
$3.63M Buy
11,969
+507
+4% +$154K 0.28% 85
2024
Q1
$3.97M Sell
11,462
-128
-1% -$44.4K 0.31% 80
2023
Q4
$4.07M Buy
11,590
+4,177
+56% +$1.47M 0.35% 73
2023
Q3
$2.28M Buy
7,413
+2,040
+38% +$627K 0.23% 100
2023
Q2
$1.66M Buy
5,373
+200
+4% +$61.7K 0.17% 111
2023
Q1
$1.48M Buy
5,173
+3,325
+180% +$950K 0.16% 113
2022
Q4
$493K Buy
1,848
+835
+82% +$223K 0.06% 192
2022
Q3
$261 Buy
1,013
+75
+8% +$19 0.02% 247
2022
Q2
$260K Buy
938
+85
+10% +$23.6K 0.03% 266
2022
Q1
$288K Sell
853
-32
-4% -$10.8K 0.03% 264
2021
Q4
$367K Buy
885
+28
+3% +$11.6K 0.04% 241
2021
Q3
$274K Hold
857
0.03% 257
2021
Q2
$253K Hold
857
0.03% 281
2021
Q1
$237K Hold
857
0.03% 265
2020
Q4
$224K Buy
+857
New +$224K 0.03% 260