TWM
Thrive Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
917
+28
| +3% | +$8.37K | 0.04% | 190 |
|
|
2025
Q1 | $277K | Sell |
889
-51
| -5% | -$15.9K | 0.05% | 175 |
|
|
2024
Q4 | $331K | Buy |
940
+41
| +5% | +$14.4K | 0.06% | 147 |
|
|
2024
Q3 | $318K | Buy |
899
+11
| +1% | +$3.89K | 0.06% | 162 |
|
|
2024
Q2 | $269K | Sell |
888
-29
| -3% | -$8.8K | 0.05% | 174 |
|
|
2024
Q1 | $318K | Buy |
917
+25
| +3% | +$8.67K | 0.07% | 153 |
|
|
2023
Q4 | $313K | Buy |
892
+62
| +7% | +$21.8K | 0.07% | 139 |
|
|
2023
Q3 | $255K | Buy |
830
+27
| +3% | +$8.29K | 0.07% | 144 |
|
|
2023
Q2 | $248K | Sell |
803
-50
| -6% | -$15.4K | 0.06% | 154 |
|
|
2023
Q1 | $244K | Buy |
+853
| New | +$244K | 0.06% | 146 |
|
|
2022
Q4 | – | Sell |
-856
| Closed | -$220K | – | 160 |
|
|
2022
Q3 | $220K | Buy |
856
+42
| +5% | +$10.8K | 0.08% | 133 |
|
|
2022
Q2 | $226K | Buy |
+814
| New | +$226K | 0.08% | 134 |
|