Three Bridge Wealth Advisors’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$512K	Sell	2,581 -46	-2%	-$10.7K	0.14%	60
2025 Q4	$705K	Sell	2,627 -77	-3%	-$19.6K	0.19%	48
2025 Q3	$667K	Sell	2,704 -419	-13%	-$109K	0.17%	52
2025 Q2	$933K	Buy	3,123 +622	+25%	+$189K	0.25%	46
2025 Q1	$780K	Buy	2,501 +19	+0.8%	+$6.71K	0.27%	46
2024 Q4	$873K	Sell	2,482 -2	-0.1%	-$720	0.31%	44
2024 Q3	$878K	Buy	2,484 +8	+0.3%	+$2.63K	0.32%	45
2024 Q2	$751K	Buy	2,476 +536	+28%	+$164K	0.3%	48
2024 Q1	$672K	Sell	1,940 -1,259	-39%	-$459K	0.27%	53
2023 Q4	$1.12M	Sell	3,199 -689	-18%	-$222K	0.39%	38
2023 Q3	$1.19M	Buy	3,888 +41	+1%	+$12.9K	0.5%	35
2023 Q2	$1.19M	Sell	3,847 -108	-3%	-$31.4K	0.5%	37
2023 Q1	$1.13M	Buy	3,955 +568	+17%	+$155K	0.52%	39
2022 Q4	$904K	Sell	3,387 -602	-15%	-$167K	0.48%	40
2022 Q3	$1.03M	Hold	3,989	–	–	0.52%	40
2022 Q2	$1.11M	Buy	3,989 +671	+20%	+$202K	0.54%	40
2022 Q1	$1.12M	Buy	+3,318	New	+$1.12M	0.31%	41