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UP Strategic Wealth Investment Advisors’s Accenture ACN Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio ACN Stock Details ACN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,059
Closed -$330K – 96
2025
Q1 		$330K Buy
1,059
+204
+24% +$63.7K 0.29% 56
2024
Q4 		$301K Buy
855
+124
+17% +$43.6K 0.3% 55
2024
Q3 		$258K Buy
+731
New +$258K 0.29% 62