RWM
RKL Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
811
+27
| +3% | +$8.07K | 0.02% | 166 |
|
|
2025
Q1 | $245K | Sell |
784
-11
| -1% | -$3.43K | 0.02% | 162 |
|
|
2024
Q4 | $280K | Sell |
795
-15
| -2% | -$5.28K | 0.02% | 148 |
|
|
2024
Q3 | $286K | Hold |
810
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $246K | Buy |
+810
| New | +$246K | 0.02% | 135 |
|