SWM
StoneCrest Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$211K | – | 67 |
|
|
2024
Q4 | $211K | Hold |
600
| – | – | 0.14% | 62 |
|
|
2024
Q3 | $212K | Sell |
600
-335
| -36% | -$118K | 0.15% | 58 |
|
|
2024
Q2 | $284K | Sell |
935
-9
| -1% | -$2.73K | 0.22% | 50 |
|
|
2024
Q1 | $327K | Sell |
944
-47
| -5% | -$16.3K | 0.28% | 48 |
|
|
2023
Q4 | $348K | Buy |
+991
| New | +$348K | 0.33% | 46 |
|