TBWA
Three Bridge Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
3,123
+622
| +25% | +$186K | 0.25% | 46 |
|
|
2025
Q1 | $780K | Buy |
2,501
+19
| +0.8% | +$5.93K | 0.27% | 46 |
|
|
2024
Q4 | $873K | Sell |
2,482
-2
| -0.1% | -$704 | 0.31% | 44 |
|
|
2024
Q3 | $878K | Buy |
2,484
+8
| +0.3% | +$2.83K | 0.32% | 45 |
|
|
2024
Q2 | $751K | Buy |
2,476
+536
| +28% | +$163K | 0.3% | 48 |
|
|
2024
Q1 | $672K | Sell |
1,940
-1,259
| -39% | -$436K | 0.27% | 53 |
|
|
2023
Q4 | $1.12M | Sell |
3,199
-689
| -18% | -$242K | 0.39% | 38 |
|
|
2023
Q3 | $1.19M | Buy |
3,888
+41
| +1% | +$12.6K | 0.5% | 35 |
|
|
2023
Q2 | $1.19M | Sell |
3,847
-108
| -3% | -$33.3K | 0.5% | 37 |
|
|
2023
Q1 | $1.13M | Buy |
3,955
+568
| +17% | +$162K | 0.52% | 39 |
|
|
2022
Q4 | $904K | Sell |
3,387
-602
| -15% | -$161K | 0.48% | 40 |
|
|
2022
Q3 | $1.03M | Hold |
3,989
| – | – | 0.52% | 40 |
|
|
2022
Q2 | $1.11M | Buy |
3,989
+671
| +20% | +$186K | 0.54% | 40 |
|
|
2022
Q1 | $1.12M | Buy |
+3,318
| New | +$1.12M | 0.31% | 41 |
|