WPW
Waldron Private Wealth’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
4,983
-40
| -0.8% | -$12K | 0.07% | 104 |
|
|
2025
Q1 | $1.57M | Sell |
5,023
-3,390
| -40% | -$1.06M | 0.07% | 99 |
|
|
2024
Q4 | $2.96M | Buy |
8,413
+1,378
| +20% | +$485K | 0.12% | 89 |
|
|
2024
Q3 | $2.49M | Buy |
7,035
+292
| +4% | +$103K | 0.1% | 94 |
|
|
2024
Q2 | $2.05M | Sell |
6,743
-782
| -10% | -$237K | 0.09% | 98 |
|
|
2024
Q1 | $2.61M | Sell |
7,525
-157
| -2% | -$54.4K | 0.12% | 89 |
|
|
2023
Q4 | $2.7M | Buy |
7,682
+403
| +6% | +$141K | 0.13% | 84 |
|
|
2023
Q3 | $2.24M | Sell |
7,279
-185
| -2% | -$56.8K | 0.12% | 95 |
|
|
2023
Q2 | $2.3M | Sell |
7,464
-888
| -11% | -$274K | 0.11% | 91 |
|
|
2023
Q1 | $2.39M | Buy |
8,352
+227
| +3% | +$64.9K | 0.12% | 97 |
|
|
2022
Q4 | $2.09M | Hold |
8,125
| – | – | 0.13% | 100 |
|
|
2022
Q3 | $2.09M | Buy |
8,125
+300
| +4% | +$77.2K | 0.13% | 100 |
|
|
2022
Q2 | $2.17M | Sell |
7,825
-135
| -2% | -$37.5K | 0.12% | 101 |
|
|
2022
Q1 | $2.68M | Sell |
7,960
-304
| -4% | -$103K | 0.14% | 96 |
|
|
2021
Q4 | $3.43M | Buy |
8,264
+41
| +0.5% | +$17K | 0.17% | 82 |
|
|
2021
Q3 | $2.63M | Buy |
8,223
+323
| +4% | +$103K | 0.15% | 89 |
|
|
2021
Q2 | $2.33M | Sell |
7,900
-1
| -0% | -$295 | 0.15% | 82 |
|
|
2021
Q1 | $2.18M | Sell |
7,901
-146
| -2% | -$40.3K | 0.15% | 82 |
|
|
2020
Q4 | $2.1M | Sell |
8,047
-22
| -0.3% | -$5.74K | 0.16% | 79 |
|
|
2020
Q3 | $1.82M | Buy |
8,069
+48
| +0.6% | +$10.8K | 0.16% | 85 |
|
|
2020
Q2 | $1.72M | Sell |
8,021
-214
| -3% | -$45.9K | 0.15% | 80 |
|
|
2020
Q1 | $1.34M | Sell |
8,235
-306
| -4% | -$49.9K | 0.14% | 86 |
|
|
2019
Q4 | $1.8M | Buy |
8,541
+92
| +1% | +$19.4K | 0.16% | 81 |
|
|
2019
Q3 | $1.63M | Sell |
8,449
-91
| -1% | -$17.5K | 0.17% | 79 |
|
|
2019
Q2 | $1.58M | Sell |
8,540
-83
| -1% | -$15.3K | 0.17% | 64 |
|
|
2019
Q1 | $1.52M | Buy |
8,623
+2,948
| +52% | +$519K | 0.17% | 66 |
|
|
2018
Q4 | $800K | Buy |
5,675
+708
| +14% | +$99.8K | 0.12% | 86 |
|
|
2018
Q3 | $845K | Buy |
4,967
+1,021
| +26% | +$174K | 0.16% | 66 |
|
|
2018
Q2 | $645K | Buy |
3,946
+18
| +0.5% | +$2.94K | 0.14% | 71 |
|
|
2018
Q1 | $602K | Hold |
3,928
| – | – | 0.14% | 73 |
|
|
2017
Q4 | $601K | Hold |
3,928
| – | – | 0.14% | 72 |
|
|
2017
Q3 | $530K | Buy |
3,928
+1,125
| +40% | +$152K | 0.15% | 68 |
|
|
2017
Q2 | $346K | Sell |
2,803
-2,906
| -51% | -$359K | 0.11% | 79 |
|
|
2017
Q1 | $684K | Buy |
5,709
+2,756
| +93% | +$330K | 0.17% | 81 |
|
|
2016
Q4 | $345K | Buy |
2,953
+444
| +18% | +$51.9K | 0.12% | 81 |
|
|
2016
Q3 | $306K | Sell |
2,509
-357
| -12% | -$43.5K | 0.11% | 86 |
|
|
2016
Q2 | $324K | Sell |
2,866
-200
| -7% | -$22.6K | 0.12% | 90 |
|
|
2016
Q1 | $353K | Sell |
3,066
-1,467
| -32% | -$169K | 0.13% | 79 |
|
|
2015
Q4 | $473K | Buy |
4,533
+2,291
| +102% | +$239K | 0.18% | 68 |
|
|
2015
Q3 | $220K | Buy |
+2,242
| New | +$220K | 0.09% | 119 |
|