RPWA
Regent Peak Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.9M | Sell |
47,743
-2,272
| -5% | -$709K | 3.52% | 7 |
|
|
2024
Q4 | $17.6M | Sell |
50,015
-5,880
| -11% | -$2.07M | 3.95% | 7 |
|
|
2024
Q3 | $19.8M | Sell |
55,895
-3,732
| -6% | -$1.32M | 4.54% | 6 |
|
|
2024
Q2 | $18.1M | Buy |
59,627
+2,781
| +5% | +$844K | 4.14% | 7 |
|
|
2024
Q1 | $19.7M | Buy |
56,846
+1,948
| +4% | +$675K | 5.01% | 2 |
|
|
2023
Q4 | $19.3M | Buy |
54,898
+4,300
| +8% | +$1.51M | 5.23% | 3 |
|
|
2023
Q3 | $15.5M | Sell |
50,598
-7,175
| -12% | -$2.2M | 4.75% | 6 |
|
|
2023
Q2 | $17.8M | Sell |
57,773
-48
| -0.1% | -$14.8K | 5.19% | 4 |
|
|
2023
Q1 | $16.5M | Buy |
57,821
+10,806
| +23% | +$3.09M | 5.11% | 5 |
|
|
2022
Q4 | $13.2M | Buy |
47,015
+8,659
| +23% | +$2.43M | 4.32% | 5 |
|
|
2022
Q3 | $10.6M | Buy |
38,356
+9,031
| +31% | +$2.49M | 3.72% | 5 |
|
|
2022
Q2 | $8.14M | Sell |
29,325
-125
| -0.4% | -$34.7K | 2.66% | 10 |
|
|
2022
Q1 | $9.93M | Buy |
29,450
+6,646
| +29% | +$2.24M | 2.85% | 9 |
|
|
2021
Q4 | $9.45M | Buy |
22,804
+5,082
| +29% | +$2.11M | 2.57% | 11 |
|
|
2021
Q3 | $5.67M | Buy |
17,722
+81
| +0.5% | +$25.9K | 1.62% | 15 |
|
|
2021
Q2 | $5.6M | Buy |
17,641
+5,483
| +45% | +$1.74M | 1.57% | 15 |
|
|
2021
Q1 | $3.36M | Sell |
12,158
-3,402
| -22% | -$940K | 1.1% | 18 |
|
|
2020
Q4 | $4.06M | Buy |
15,560
+5,383
| +53% | +$1.41M | 1.35% | 16 |
|
|
2020
Q3 | $2.3M | Sell |
10,177
-6,697
| -40% | -$1.51M | 0.98% | 20 |
|
|
2020
Q2 | $3.62M | Buy |
16,874
+42
| +0.2% | +$9.02K | 1.64% | 15 |
|
|
2020
Q1 | $2.75M | Sell |
16,832
-325
| -2% | -$53K | 1.53% | 16 |
|
|
2019
Q4 | $3.61M | Buy |
+17,157
| New | +$3.61M | 1.65% | 13 |
|