TW
Transform Wealth’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16M | Sell |
51,367
-42
| -0.1% | -$13.1K | 0.97% | 24 |
|
|
2024
Q4 | $18.1M | Buy |
51,409
+2,819
| +6% | +$992K | 1% | 20 |
|
|
2024
Q3 | $17.2M | Buy |
48,590
+12,605
| +35% | +$4.46M | 1.14% | 16 |
|
|
2024
Q2 | $10.9M | Buy |
35,985
+596
| +2% | +$181K | 0.82% | 34 |
|
|
2024
Q1 | $12.3M | Buy |
35,389
+12,231
| +53% | +$4.24M | 1.16% | 22 |
|
|
2023
Q4 | $8.13M | Sell |
23,158
-163
| -0.7% | -$57.2K | 0.79% | 38 |
|
|
2023
Q3 | $7.16M | Buy |
23,321
+243
| +1% | +$74.6K | 0.76% | 42 |
|
|
2023
Q2 | $7.12M | Sell |
23,078
-23,216
| -50% | -$7.16M | 0.64% | 53 |
|
|
2023
Q1 | $13.2M | Buy |
46,294
+84
| +0.2% | +$24K | 1.25% | 22 |
|
|
2022
Q4 | $12.3M | Buy |
46,210
+120
| +0.3% | +$32K | 1.38% | 19 |
|
|
2022
Q3 | $11.9M | Buy |
46,090
+40
| +0.1% | +$10.3K | 1.54% | 12 |
|
|
2022
Q2 | $12.8M | Sell |
46,050
-429
| -0.9% | -$119K | 1.9% | 10 |
|
|
2022
Q1 | $15.7M | Buy |
46,479
+3,025
| +7% | +$1.02M | 1.76% | 11 |
|
|
2021
Q4 | $18M | Sell |
43,454
-625
| -1% | -$259K | 1.88% | 9 |
|
|
2021
Q3 | $14.1M | Sell |
44,079
-2,950
| -6% | -$944K | 1.62% | 12 |
|
|
2021
Q2 | $13.9M | Buy |
47,029
+15,136
| +47% | +$4.46M | 1.69% | 12 |
|
|
2021
Q1 | $8.81M | Sell |
31,893
-2,213
| -6% | -$611K | 1.77% | 7 |
|
|
2020
Q4 | $8.91M | Sell |
34,106
-16,312
| -32% | -$4.26M | 1.86% | 8 |
|
|
2020
Q3 | $11.4M | Sell |
50,418
-199
| -0.4% | -$45K | 1.84% | 11 |
|
|
2020
Q2 | $10.9M | Buy |
50,617
+588
| +1% | +$126K | 1.86% | 10 |
|
|
2020
Q1 | $8.17M | Buy |
50,029
+1,678
| +3% | +$274K | 1.74% | 8 |
|
|
2019
Q4 | $10.2M | Buy |
48,351
+3,420
| +8% | +$720K | 1.61% | 8 |
|
|
2019
Q3 | $8.64M | Buy |
44,931
+8,531
| +23% | +$1.64M | 1.53% | 9 |
|
|
2019
Q2 | $6.73M | Sell |
36,400
-7,902
| -18% | -$1.46M | 0.99% | 21 |
|
|
2019
Q1 | $7.8M | Buy |
44,302
+393
| +0.9% | +$69.2K | 1.45% | 14 |
|
|
2018
Q4 | $6.19M | Sell |
43,909
-3,127
| -7% | -$441K | 1.27% | 20 |
|
|
2018
Q3 | $8.01M | Buy |
47,036
+4,576
| +11% | +$779K | 1.39% | 18 |
|
|
2018
Q2 | $6.95M | Buy |
42,460
+10,653
| +33% | +$1.74M | 1.26% | 20 |
|
|
2018
Q1 | $4.88M | Sell |
31,807
-29,330
| -48% | -$4.5M | 0.93% | 33 |
|
|
2017
Q4 | $9.36M | Buy |
61,137
+50,344
| +466% | +$7.71M | 1.72% | 4 |
|
|
2017
Q3 | $1.46M | Sell |
10,793
-333
| -3% | -$45K | 0.51% | 66 |
|
|
2017
Q2 | $1.38M | Buy |
11,126
+1,006
| +10% | +$124K | 1.55% | 22 |
|
|
2017
Q1 | $1.21M | Buy |
10,120
+7,070
| +232% | +$847K | 0.45% | 71 |
|
|
2016
Q4 | $357K | Buy |
3,050
+500
| +20% | +$58.5K | 0.14% | 166 |
|
|
2016
Q3 | $312K | Sell |
2,550
-500
| -16% | -$61.2K | 0.13% | 170 |
|
|
2016
Q2 | $346K | Buy |
+3,050
| New | +$346K | 0.15% | 163 |
|