TRIA
Trail Ridge Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-766
| Closed | -$269K | – | 103 |
|
|
2024
Q4 | $269K | Buy |
766
+23
| +3% | +$8.09K | 0.13% | 94 |
|
|
2024
Q3 | $275K | Hold |
743
| – | – | 0.13% | 94 |
|
|
2024
Q2 | $225K | Buy |
743
+56
| +8% | +$17K | 0.12% | 100 |
|
|
2024
Q1 | $238K | Buy |
+687
| New | +$238K | 0.13% | 95 |
|