RWMH
Riverpoint Wealth Management Holdings’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Hold |
12,353
| – | – | 0.87% | 15 |
|
|
2025
Q1 | $3.85M | Hold |
12,353
| – | – | 1% | 14 |
|
|
2024
Q4 | $4.35M | Sell |
12,353
-1,025
| -8% | -$361K | 1.13% | 14 |
|
|
2024
Q3 | $4.73M | Hold |
13,378
| – | – | 1.21% | 14 |
|
|
2024
Q2 | $4.06M | Hold |
13,378
| – | – | 1.13% | 14 |
|
|
2024
Q1 | $4.64M | Sell |
13,378
-5,397
| -29% | -$1.87M | 1.29% | 14 |
|
|
2023
Q4 | $6.59M | Sell |
18,775
-757
| -4% | -$266K | 1.94% | 13 |
|
|
2023
Q3 | $6M | Hold |
19,532
| – | – | 1.98% | 12 |
|
|
2023
Q2 | $6.03M | Sell |
19,532
-1,418
| -7% | -$438K | 1.91% | 12 |
|
|
2023
Q1 | $5.99M | Hold |
20,950
| – | – | 2.07% | 11 |
|
|
2022
Q4 | $5.59M | Sell |
20,950
-556
| -3% | -$148K | 2.07% | 11 |
|
|
2022
Q3 | $5.53M | Hold |
21,506
| – | – | 2.35% | 11 |
|
|
2022
Q2 | $5.97M | Hold |
21,506
| – | – | 2.4% | 11 |
|
|
2022
Q1 | $7.25M | Hold |
21,506
| – | – | 2.51% | 11 |
|
|
2021
Q4 | $8.92M | Sell |
21,506
-162
| -0.7% | -$67.2K | 3.03% | 11 |
|
|
2021
Q3 | $6.93M | Sell |
21,668
-1,314
| -6% | -$420K | 2.43% | 11 |
|
|
2021
Q2 | $6.78M | Sell |
22,982
-2,569
| -10% | -$757K | 1.87% | 14 |
|
|
2021
Q1 | $7.06M | Hold |
25,551
| – | – | 2.13% | 13 |
|
|
2020
Q4 | $6.67M | Hold |
25,551
| – | – | 2.11% | 13 |
|
|
2020
Q3 | $5.77M | Sell |
25,551
-8,926
| -26% | -$2.02M | 2.1% | 14 |
|
|
2020
Q2 | $7.4M | Buy |
34,477
+26,696
| +343% | +$5.73M | 2.89% | 8 |
|
|
2020
Q1 | $1.27M | Hold |
7,781
| – | – | 0.62% | 28 |
|
|
2019
Q4 | $1.64M | Hold |
7,781
| – | – | 0.65% | 26 |
|
|
2019
Q3 | $1.5M | Sell |
7,781
-1,033
| -12% | -$199K | 0.66% | 24 |
|
|
2019
Q2 | $1.63M | Hold |
8,814
| – | – | 0.74% | 22 |
|
|
2019
Q1 | $1.55M | Sell |
8,814
-173
| -2% | -$30.4K | 0.75% | 22 |
|
|
2018
Q4 | $1.27M | Sell |
8,987
-121
| -1% | -$17.1K | 0.7% | 24 |
|
|
2018
Q3 | $1.55M | Buy |
9,108
+13
| +0.1% | +$2.21K | 0.79% | 19 |
|
|
2018
Q2 | $1.49M | Buy |
+9,095
| New | +$1.49M | 0.83% | 19 |
|