RWB
RMR Wealth Builders’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
6,281
+426
| +7% | +$127K | 0.17% | 77 |
|
|
2025
Q1 | $1.83M | Buy |
5,855
+418
| +8% | +$130K | 0.19% | 69 |
|
|
2024
Q4 | $1.91M | Buy |
5,437
+203
| +4% | +$71.4K | 0.2% | 63 |
|
|
2024
Q3 | $1.85M | Sell |
5,234
-278
| -5% | -$98.3K | 0.2% | 64 |
|
|
2024
Q2 | $1.67M | Buy |
5,512
+429
| +8% | +$130K | 0.19% | 67 |
|
|
2024
Q1 | $1.76M | Buy |
5,083
+570
| +13% | +$198K | 0.21% | 59 |
|
|
2023
Q4 | $1.58M | Buy |
4,513
+621
| +16% | +$218K | 0.22% | 56 |
|
|
2023
Q3 | $1.2M | Buy |
3,892
+3,206
| +467% | +$984K | 0.19% | 61 |
|
|
2023
Q2 | $212K | Buy |
+686
| New | +$212K | 0.04% | 200 |
|
|
2021
Q4 | – | Sell |
-1,140
| Closed | -$365K | – | 123 |
|
|
2021
Q3 | $365K | Hold |
1,140
| – | – | 0.11% | 118 |
|
|
2021
Q2 | $336K | Sell |
1,140
-128
| -10% | -$37.7K | 0.11% | 125 |
|
|
2021
Q1 | $350K | Hold |
1,268
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $331K | Hold |
1,268
| – | – | 0.16% | 101 |
|
|
2020
Q3 | $287K | Buy |
1,268
+28
| +2% | +$6.34K | 0.07% | 157 |
|
|
2020
Q2 | $267K | Buy |
+1,240
| New | +$267K | 0.24% | 93 |
|
|
2019
Q4 | $260K | Buy |
+1,237
| New | +$260K | 0.25% | 88 |
|