SPWM
Schrum Private Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Hold |
5,775
| – | – | 1.38% | 19 |
|
|
2025
Q1 | $1.8M | Sell |
5,775
-115
| -2% | -$35.9K | 1.58% | 15 |
|
|
2024
Q4 | $2.07M | Sell |
5,890
-5,558
| -49% | -$1.96M | 1.76% | 12 |
|
|
2024
Q3 | $4.05M | Buy |
11,448
+5,038
| +79% | +$1.78M | 2.09% | 8 |
|
|
2024
Q2 | $1.94M | Sell |
6,410
-160
| -2% | -$48.5K | 1.75% | 12 |
|
|
2024
Q1 | $2.28M | Buy |
6,570
+719
| +12% | +$249K | 2.07% | 7 |
|
|
2023
Q4 | $2.05M | Sell |
5,851
-769
| -12% | -$270K | 2.91% | 6 |
|
|
2023
Q3 | $2.03M | Sell |
6,620
-810
| -11% | -$249K | 2.32% | 6 |
|
|
2023
Q2 | $2.29M | Buy |
7,430
+186
| +3% | +$57.4K | 2.48% | 7 |
|
|
2023
Q1 | $2.07M | Sell |
7,244
-75
| -1% | -$21.4K | 2.39% | 7 |
|
|
2022
Q4 | $1.95M | Sell |
7,319
-29
| -0.4% | -$7.74K | 2.31% | 8 |
|
|
2022
Q3 | $1.89M | Buy |
7,348
+4,451
| +154% | +$1.15M | 2.39% | 6 |
|
|
2022
Q2 | $804K | Sell |
2,897
-38
| -1% | -$10.5K | 0.91% | 30 |
|
|
2022
Q1 | $927K | Buy |
2,935
+96
| +3% | +$30.3K | 0.93% | 30 |
|
|
2021
Q4 | $1.18M | Buy |
+2,839
| New | +$1.18M | 1.07% | 24 |
|