Walled Lake Planning & Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $4.05M | Sell |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.6M | Buy |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $4.01M | Sell |
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|
2021
Q3 | $3.18M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $2.47M | Buy |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.97M | Buy |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $281K | Buy |
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