PWA
Provenance Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
2,250
+250
| +13% | +$74.7K | 0.1% | 53 |
|
|
2025
Q1 | $624K | Hold |
2,000
| – | – | 0.09% | 55 |
|
|
2024
Q4 | $704K | Sell |
2,000
-14
| -0.7% | -$4.93K | 0.09% | 64 |
|
|
2024
Q3 | $712K | Buy |
2,014
+914
| +83% | +$323K | 0.09% | 79 |
|
|
2024
Q2 | $334K | Sell |
1,100
-900
| -45% | -$273K | 0.05% | 108 |
|
|
2024
Q1 | $693K | Buy |
2,000
+900
| +82% | +$312K | 0.1% | 74 |
|
|
2023
Q4 | $386K | Hold |
1,100
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $338K | Buy |
+1,100
| New | +$338K | 0.05% | 94 |
|