RWM
Ritholtz Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
9,121
+458
| +5% | +$137K | 0.06% | 219 |
|
|
2025
Q1 | $2.7M | Buy |
8,663
+2,566
| +42% | +$801K | 0.08% | 181 |
|
|
2024
Q4 | $2.14M | Buy |
6,097
+899
| +17% | +$316K | 0.06% | 221 |
|
|
2024
Q3 | $1.84M | Buy |
5,198
+788
| +18% | +$279K | 0.06% | 252 |
|
|
2024
Q2 | $1.34M | Sell |
4,410
-1,073
| -20% | -$326K | 0.04% | 276 |
|
|
2024
Q1 | $1.9M | Buy |
5,483
+657
| +14% | +$228K | 0.07% | 207 |
|
|
2023
Q4 | $1.69M | Buy |
4,826
+250
| +5% | +$87.7K | 0.07% | 199 |
|
|
2023
Q3 | $1.41M | Buy |
4,576
+258
| +6% | +$79.2K | 0.06% | 207 |
|
|
2023
Q2 | $1.33M | Buy |
4,318
+110
| +3% | +$33.9K | 0.06% | 210 |
|
|
2023
Q1 | $1.2M | Sell |
4,208
-638
| -13% | -$182K | 0.06% | 215 |
|
|
2022
Q4 | $1.29M | Sell |
4,846
-5,228
| -52% | -$1.39M | 0.07% | 193 |
|
|
2022
Q3 | $2.59M | Buy |
10,074
+4,384
| +77% | +$1.13M | 0.14% | 103 |
|
|
2022
Q2 | $1.58M | Buy |
5,690
+794
| +16% | +$220K | 0.1% | 125 |
|
|
2022
Q1 | $1.65M | Sell |
4,896
-214
| -4% | -$72.2K | 0.11% | 115 |
|
|
2021
Q4 | $2.12M | Buy |
5,110
+548
| +12% | +$227K | 0.13% | 75 |
|
|
2021
Q3 | $1.46M | Buy |
4,562
+632
| +16% | +$202K | 0.1% | 97 |
|
|
2021
Q2 | $1.16M | Buy |
3,930
+591
| +18% | +$174K | 0.08% | 118 |
|
|
2021
Q1 | $922K | Buy |
3,339
+766
| +30% | +$212K | 0.08% | 117 |
|
|
2020
Q4 | $672K | Buy |
2,573
+335
| +15% | +$87.5K | 0.06% | 123 |
|
|
2020
Q3 | $506K | Buy |
2,238
+582
| +35% | +$132K | 0.06% | 132 |
|
|
2020
Q2 | $356K | Buy |
1,656
+289
| +21% | +$62.1K | 0.05% | 149 |
|
|
2020
Q1 | $223K | Buy |
+1,367
| New | +$223K | 0.04% | 134 |
|
|
2019
Q4 | – | Sell |
-1,079
| Closed | -$208K | – | 152 |
|
|
2019
Q3 | $208K | Buy |
+1,079
| New | +$208K | 0.03% | 123 |
|