SWM
Selective Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
2,495
-2,646
| -51% | -$787K | 0.27% | 42 |
|
|
2025
Q1 | $1.46M | Buy |
5,141
+90
| +2% | +$25.6K | 0.64% | 23 |
|
|
2024
Q4 | $1.76M | Hold |
5,051
| – | – | 0.72% | 22 |
|
|
2024
Q3 | $1.82M | Buy |
5,051
+76
| +2% | +$27.4K | 0.76% | 20 |
|
|
2024
Q2 | $1.48M | Sell |
4,975
-38
| -0.8% | -$11.3K | 0.65% | 26 |
|
|
2024
Q1 | $1.63M | Buy |
5,013
+187
| +4% | +$60.7K | 0.71% | 24 |
|
|
2023
Q4 | $1.63M | Buy |
+4,826
| New | +$1.63M | 0.82% | 23 |
|
|
2022
Q4 | – | Sell |
-216
| Closed | -$56K | – | 132 |
|
|
2022
Q3 | $56K | Buy |
216
+10
| +5% | +$2.59K | 0.02% | 285 |
|
|
2022
Q2 | $57K | Sell |
206
-150
| -42% | -$41.5K | 0.02% | 301 |
|
|
2022
Q1 | $120K | Buy |
356
+50
| +16% | +$16.9K | 0.04% | 188 |
|
|
2021
Q4 | $127K | Buy |
306
+100
| +49% | +$41.5K | 0.05% | 166 |
|
|
2021
Q3 | $66K | Hold |
206
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $61K | Hold |
206
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $57K | Hold |
206
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $54K | Hold |
206
| – | – | 0.03% | 108 |
|
|
2020
Q3 | $47K | Hold |
206
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $44K | Buy |
+206
| New | +$44K | 0.04% | 114 |
|