TCWA
Turtle Creek Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
+1,739
| New | +$520K | 0.06% | 167 |
|
|
2024
Q4 | – | Sell |
-1,044
| Closed | -$369K | – | 78 |
|
|
2024
Q3 | $369K | Buy |
1,044
+350
| +50% | +$124K | 0.07% | 121 |
|
|
2024
Q2 | $211K | Buy |
694
+24
| +4% | +$7.28K | 0.05% | 149 |
|
|
2024
Q1 | $232K | Buy |
670
+9
| +1% | +$3.12K | 0.06% | 137 |
|
|
2023
Q4 | $232K | Buy |
+661
| New | +$232K | 0.07% | 137 |
|