SPWG
Sage Private Wealth Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
1,468
+212
| +17% | +$63.4K | 0.28% | 49 |
|
|
2025
Q1 | $392K | Buy |
1,256
+79
| +7% | +$24.7K | 0.3% | 53 |
|
|
2024
Q4 | $414K | Buy |
1,177
+32
| +3% | +$11.3K | 0.31% | 45 |
|
|
2024
Q3 | $405K | Sell |
1,145
-23
| -2% | -$8.13K | 0.32% | 48 |
|
|
2024
Q2 | $354K | Buy |
1,168
+364
| +45% | +$110K | 0.3% | 54 |
|
|
2024
Q1 | $279K | Buy |
+804
| New | +$279K | 0.22% | 65 |
|
|
2022
Q4 | – | Sell |
-552
| Closed | -$142K | – | 48 |
|
|
2022
Q3 | $142K | Hold |
552
| – | – | 0.19% | 58 |
|
|
2022
Q2 | $153K | Buy |
552
+31
| +6% | +$8.59K | 0.22% | 54 |
|
|
2022
Q1 | $176K | Buy |
521
+57
| +12% | +$19.3K | 0.17% | 55 |
|
|
2021
Q4 | $192K | Sell |
464
-22
| -5% | -$9.1K | 0.24% | 51 |
|
|
2021
Q3 | $155K | Hold |
486
| – | – | 0.21% | 52 |
|
|
2021
Q2 | $143K | Sell |
486
-7
| -1% | -$2.06K | 0.19% | 56 |
|
|
2021
Q1 | $136K | Hold |
493
| – | – | 0.23% | 54 |
|
|
2020
Q4 | $129K | Buy |
+493
| New | +$129K | 0.36% | 49 |
|