VW
Vantage Wealth’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
62,726
+11,088
| +21% | +$3.31M | 4.25% | 14 |
|
|
2025
Q1 | $16.1M | Sell |
51,638
-396
| -0.8% | -$124K | 3.64% | 21 |
|
|
2024
Q4 | $18.3M | Buy |
52,034
+94
| +0.2% | +$33.1K | 3.94% | 14 |
|
|
2024
Q3 | $18.4M | Sell |
51,940
-179
| -0.3% | -$63.3K | 3.97% | 16 |
|
|
2024
Q2 | $15.8M | Buy |
52,119
+1,790
| +4% | +$543K | 3.65% | 22 |
|
|
2024
Q1 | $17.4M | Sell |
50,329
-5,997
| -11% | -$2.08M | 4.07% | 14 |
|
|
2023
Q4 | $19.8M | Buy |
56,326
+3,821
| +7% | +$1.34M | 4.35% | 9 |
|
|
2023
Q3 | $16.1M | Buy |
52,505
+295
| +0.6% | +$90.6K | 4.04% | 11 |
|
|
2023
Q2 | $16.1M | Buy |
+52,210
| New | +$16.1M | 4.14% | 15 |
|
|
2016
Q2 | – | Sell |
-64,729
| Closed | -$7.47M | – | 21 |
|
|
2016
Q1 | $7.47M | Buy |
64,729
+55
| +0.1% | +$6.35K | 4.74% | 13 |
|
|
2015
Q4 | $6.76M | Sell |
64,674
-585
| -0.9% | -$61.1K | 3.88% | 15 |
|
|
2015
Q3 | $6.41M | Sell |
65,259
-11,100
| -15% | -$1.09M | 3.91% | 16 |
|
|
2015
Q2 | $7.39M | Sell |
76,359
-101
| -0.1% | -$9.78K | 4.29% | 5 |
|
|
2015
Q1 | $7.16M | Buy |
76,460
+4,910
| +7% | +$460K | 4.16% | 6 |
|
|
2014
Q4 | $6.39M | Sell |
71,550
-600
| -0.8% | -$53.6K | 3.74% | 14 |
|
|
2014
Q3 | $5.87M | Buy |
72,150
+925
| +1% | +$75.2K | 3.76% | 16 |
|
|
2014
Q2 | $5.59M | Buy |
71,225
+2,175
| +3% | +$171K | 3.71% | 16 |
|
|
2014
Q1 | $5.51M | Hold |
69,050
| – | – | 3.52% | 19 |
|
|
2013
Q4 | $5.68M | Buy |
69,050
+10,555
| +18% | +$868K | 3.67% | 17 |
|
|
2013
Q3 | $4.31M | Buy |
58,495
+1,725
| +3% | +$127K | 3.39% | 24 |
|
|
2013
Q2 | $4.09M | Buy |
+56,770
| New | +$4.09M | 3.25% | 24 |
|